Estimate Tracking
So Zoho Sign has this cool feature where when you send a document to somebody to sign, you get an email notification saying that the other person has viewed your document. Can we get something like this for Zoho Books?
Daniel Lee
shared this idea
Hi all,
We now have the icon that notifies that the Invoices, Estimates and Retainer Invoice email has been viewed by the customer. To enable this option, navigate to Settings > Emails > Email Insights > enable the option Track the emails sent to your customers.
Regards,
Zoho Books Team
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Anne V. commented
That's awesome, Reshma. Thank you!
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I love the client portal, but a fair number of clients don't sign up for it. They just want to view their invoice and pay it. It would be nice if I could tell if they'd viewed their invoice regardless of whether or not they've accepted the portal invitation.