the option to convert an estimate into project where each line item would become a task
I would like to create an estimate to send a client and once approved convert into a project so the hours can be managed. Each line item in the estimate would be a project task. Once the project is complete convert to an invoice and send.
Adam
shared this idea
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Info 3D-TECH commented
That is exactly what I'm looking for, but for projects created in Zoho Projects, not in Books. We don't wish to give access to Books for all employees, since they are using the advanced features of ZProjects already and don't need any of the ZBooks features.
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smith roy commented
That's a fantastic idea! Having the option to convert an estimate into a project, with each line item becoming a task, simplifies the process and streamlines project management. It allows you to seamlessly transition from estimation to execution, making it easier to track and manage hours. And once the project is successfully completed, converting it into an invoice is a convenient way to ensure smooth and efficient billing on. Great workflow optimization! https://golfersunion.com
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Chris Holloway
commented
YES! PLEASE Zoho for the love of God implement this feature. PLEASE!
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Dylan Mathias
commented
It has been three years. Has zoho still not implemented the ability to do this?
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Anonymous
commented
I'm interested in this feature as well.
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Anonymous
commented
Yes .. I am asking for the same thing .. This would be bvery helpful
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Winnie
commented
Given the ability to create a new invoice from an estimate, this seems to be an easy one to accomplish and would add enormous value to Zoho Books!
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DAn
commented
Is there any update on whether this is being considered??
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Rajnish Sanghvi
commented
This is what I exactly need for my business needs. All my business comes through estimates, which converts to Projects on approval. With this feature it will be very easy to manage.
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Anonymous
commented
Mostly I create estimates that indicate hours of work. it would be nice to convert the hourly estimate to an hourly based project.
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Anonymous
commented
thats very good and really would make alot of sense..
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DAn
commented
This is a great idea. I wanted to be able to produce estimates from projects, but I like this idea better!