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Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com


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207 results found

  1. Follow-Up email for Estimates

    Provide a way to send Follow-up E-mail messages for Sales Estimates already sent out to clients.

    Currently, only Invoices can be sent a follow-up e-mail.

    4 votes
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  2. Kindly provide estimate follow ups and remider for sent estimate

    It will very useful to increase sales for small business to follow up his quotes/estimate timely.

    3 votes
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  3. status

    Archive Estimates or create custom status that can be applied. Also custom views. I need to be able to archive estimates that have been converted to sales orders and then invoiced.

    3 votes
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  4. Add "or" instead of just "and" for Custom Veiw choices!

    Give me some options when defining search criteria for setting up custome veiw for estimates and invoices

    3 votes
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    1 comment  ·  Estimates  ·  Admin →
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  5. Will it be possible to add an option in Estimates to hide the SKU?

    Hi,

    I know it is possible to hide the SKU on all PDF's, but will it be possible to add an option only to hide it in the Estimates module?

    3 votes
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  6. Fix the workflow disconnect for Estimates to Sales Order and beyond.

    There is no ability to calculate shipping in the Estimate. One has to create a Sales Order, then create a package(s), write down the info, back out of Packages and lose the data, key the total into the Estimate. When customer accepts you need to go back into the SO and recreate the packages, then move the confirmed SO out and on to fulfillment. Too many steps, redundancy built in. Should have Package ability in the estimate, and an accepted Estimate should also be convertible to a Sales Order (not just directly to an Invoice). Thank you.

    3 votes
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  7. Email Several versions of the same quote to Various Head Contractors that are all Tendering on the project

    Email Several versions of the same quote to Various Head Contractors that are all Tendering on the project

    3 votes
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    1 comment  ·  Estimates  ·  Admin →
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  8. Estimate > Approve Estimate > Create Invoice AND Purchase Order

    Customer approves estimate > We need an order list for our employees to order from.

    3 votes
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  9. Item Numbering

    After several years of use, we feel that it would be helpful to have a label option to add Item Numbers to each item.

    Users may have the option to check whether to have Item Numbering in preferences.

    3 votes
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    1 comment  ·  Estimates  ·  Admin →
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  10. Individual filter for quotes and invoices as default

    It would be great to set an individual filter like ours „Company name“ as default so that’s not necessary to select everytime again and again to save time during the day. A better and faster workflow.

    For quotes and invoices.

    Screenshot:

    https://www.dropbox.com/s/r3gmif6l19xrljw/Screenshot%202018-02-20%2017.56.28.png?dl=0

    Hope you like the feature idea to get a lot of votes to see this feature soon in Zoho books!

    Best Regards,
    Markus

    3 votes
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  11. barcode for Estimate and Invoice numbers

    Putting a Barcode would be a great idea.

    3 votes
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  12. Add section headers to group items by type on Est, SO and Invoice

    Would also be great to have section footers with sub-total of all items between the header and footer.
    This could be used for adding optional items. Option A, Option B
    It could also be used to separate one-time and recurring charges (without using Subscription).
    It could be used to separate Parts and Labor

    3 votes
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  13. Provide Tax estimates on the dashboard without having to use the accounting feature for reporting calculations

    3 votes
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  14. Grabar automáticamente estimates o invoice cada vez que se da ENTER, si pierdo el internet lo pierdo todo.

    Grabar automáticamente estimates o invoices cada vez que se da ENTER, si pierdo el internet lo pierdo todo.

    3 votes
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    1 comment  ·  Estimates  ·  Admin →
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  15. Add an option for close on estimates under the more tab. This way we can see which ones are still active

    Add an option for close on estimates under the more tab. This way we can see which ones are still active

    3 votes
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  16. Add category Sections in Qoutation as an Proposal

    Add section to Estimate to separate between the items in the Estimate like Audio/Video Section, Networking Section it should be customization per each new estimate and will be applied to invoice or sales order auto

    3 votes
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  17. header and footer

    header shoul continue on all pages, we should have an option to choose in all pages os estimates, invoices, LPO etc

    3 votes
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    1 comment  ·  Estimates  ·  Admin →
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  18. Being able to have multiple tables in estimates and invoices

    I want to able to have multiple tables in estimates and invoices to breakdown the services I offer.

    3 votes
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  19. Auto estimate generate

    We should be able to select items and click on prepare estimate.
    this will save lot of time. and if you have already added all the items with description, buying and selling + Tax Treatment etc. Estimate will be ready in less than half a minute.

    for example : select 4 items and "click on Generate Estimate"
    you are done, just need to pick up the customer and send it.

    3 votes
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  20. DASHBOARD ZOHO BOOKS TO SHOW ESTIMATE TRENDS AND VALUES

    Kindly provide Dashboard editable.
    Include Estimates in the Dashboard as option as today estimates or tomorrow sales

    3 votes
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