Zoho Books
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207 results found
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Import items from excel when creating a quote/invoice
It is extremely hard and time consuming to create a quote/invoice for 50-100 items and then change the discount for each item individually. It would be very helpful to import items along with their discounts while create a quote/invoice. This feature is also available in similar softwares.
Thanks3 votes -
Mastering MEP Estimating: Streamlining Projects for Success
In the complex realm of MEP (Mechanical, Electrical, Plumbing) estimating, precision and efficiency are paramount. Professionals in this field play a critical role in project success by accurately assessing costs and timelines. One valuable resource for MEP estimating is https://smamepestimate.com/ a platform dedicated to providing comprehensive tools and insights for estimators. Navigating through intricate project details, a skilled estimator leverages their expertise to foresee potential challenges and opportunities, ensuring a meticulous evaluation of material, labor, and time requirements. The ability to prioritize tasks and manage time effectively is a hallmark of successful MEP estimators, allowing them to meet deadlines and…
1 vote -
Partially invoiced estimates
Many of our projects (construction projects) result in having multiple invoices generated from a single estimate as forms of interim payments for works completed during a certain period (ie monthly). Currently the moment I create an invoice from an estimate, no matter the value, the estimate status is changed to INVOICED. But if the invoice value is less than the estimate value what would be more beneficial is to have the estimate status shown as PARTIALLY INVOICED. Once the combined invoice values linked to an estimate matches that of the estimate value, only then should the estimate status be INVOICED
1 vote -
1 vote
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1 vote -
Archive old invoices and estimates
Would be nice to archive old invoices and estimates. I literally have hundreds that I don't need currently making it difficult to find current customers. I don't want to delete them but I also don't need to see them constantly.
3 votes -
Add tab with Spreadsheets to Invoices, Estimates and Sales Orders
In Estimates (and Invoices and Sales orders?) add TAB with SPERADSHEETS. With this option, we can have all cost calculations used to create current transaction (Estimate, Invoice, Sales Order). When we need create similar transaction, then we can copy old one and modify spreadsheet to get new costs.
At this time we can connect external spreadsheets, but when we copy transaction and open connected spreadsheetand save new data, we will lost old calculations (on old documents we will have connected spreadsheet with last saved datas).
15 votes -
Efficient Search
Sir/Mam,
Searching a poduct in zoho is being very difficult. As of now 2 solutions have been made form your side. But both of them are not that Efficient.
1. Advanced Search
I have picked a product in the first search but to pick another product i have to search again, when i search the second time the product i have picked in the first searched have not been picked. This is the major draw back in Advanced search.
2. Contained Search
The name given for products is a bit long and there are more than 3500 products in my…3 votes -
Would be nice to be able to see the line item numbers when in edti mode
When you create an estimate and save it you can see the line numbers in the PDF mode. Why can't you see this while creating and editing?
5 votes -
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Please enable to use both discount option ( At transaction level & At transaction level) on invoice & Quotations
It will help us to provide discount only for items and also on total Amount
3 votes -
Change of Estimate Status to Draft even after send
When we create a Estimate---> Approve--> Sent. Then client will come back with comments to revise the estimate. When there is a revision, the status of the estimate has to change to Draft again, then the estimate has to go through the process of approval before submission
1 vote -
Add a line item between other line items
Can only add new lines at the bottom of an estimate and then try to drag it up to go where it needs to be. Very frustrating when needing to add one or two lines to a 200 line estimate.
3 votes -
Convert part of estimate to invoice
Have an option to convert selected items on the estimate to an invoice instead of the whole estimate - so that the total cost of project can be invoiced in stages as they are completed.
The remaining items would stay on the estimate to be invoiced another time.1 vote -
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Rename the name of modules such as "Estimates" in Zoho Books, for seamless Organization adoption
Allow for renaming certain modules in Zoho Books (And Zoho finance showing in Zoho CRM integration). Real example: rename the name of modules such as "Estimates" in Zoho Books, for seamless Organization adoption as some organizations really call it Quotes.
9 votes -
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 -
Validation cotation in books
Hello, An interesting feature would be that the customer to whom we send a quote can validate it online at (a link zoho books) Thank you. Fr
1 vote -
Estimate Revision
Estimate usually have manage changes along he bidding process. I have a proposal team to prepare the estimate, So when the 1st revision sent out. The proposal engineer will change to Sent. But there will be clarification comes from client and we will change the Estimate and this will be Revision 2. Two things here,
1)There is no option to have Revision of Estimate, Currently using custom field with Manual input
2) The estimate always shows sent even after editing, So when i check the estimate list i consider this as sent but actually it was not. SO if there…7 votes -
Save an estimate or invoice inside Zoho Documents
Why there is no icon to save the estimate (as PDF) directly inside a sub folder in Documents?!
Function like this it merit to be applied on all Zoho modules as estimates, invoices etc.. by this way the user can save a copy or backup in easy way also this will encourage the users to buy more space and use Documents.
3 votes
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