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205 results found
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
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
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 invoices3 votes
Will it be possible to add an option in Estimates to hide the SKU?
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
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
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 project3 votes
Estimate > Approve Estimate > Create Invoice AND Purchase Order
Customer approves estimate > We need an order list for our employees to order from.3 votes
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
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.
Hope you like the feature idea to get a lot of votes to see this feature soon in Zoho books!
barcode for Estimate and Invoice numbers
Putting a Barcode would be a great idea.3 votes
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 Labor3 votes
Provide Tax estimates on the dashboard without having to use the accounting feature for reporting calculations3 votes
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
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 active3 votes
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 auto3 votes
header and footer
header shoul continue on all pages, we should have an option to choose in all pages os estimates, invoices, LPO etc3 votes
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
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
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 sales3 votes
Mandatory use of Items for Estimates and PO's etc
My client has sales reps that load estimates but with manual line items. This means that PO's are then created manually with duplication of info being typed. If there was a preference that could be set, making it mandatory for the Items to be loaded while making the estimate (or adding if already existing), then the loading time for the confirmed order thereafter would be MUCH less with less chance of error.3 votes
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