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  1. Profit Margin

    Include a way to show the profit margin for each item as it added to estimates as well as show the total profit margin near the total for the estimate. The profit margin should be dynamic in a way so that you could adjust your price and see the change in the item margin and total margin for the estimate. This would also work for invoices. Of course this would only be viewable to the business side.

    374 votes
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      21 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
    • Have chapters in estimates and invoices

      When you have long estimate, it is important to divide it in chapters for the customer. An estimate with 30 position without chaptering is very difficult to understand for the end customers. With chapter, and subtotal per chapter, it is easy to understand estimate from construction for instance.

      171 votes
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        16 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
      • Allow acceptance of estimates without client portal login

        We came to Zoho from Freshbooks. It had the Accept button on estimates so the client gets an email for the quote (which they are expecting), it opens the page, the customer makes sure the price and qty etc is correct and clicks on accept button right there.

        Currently, the customer needs to logon to client portal to accept the quote in Zoho and that's just too long. Most customers are not going to bother with it, infect Zoho team should have the telemtery data on it. How many times do you think a customer logs in to client portal…

        55 votes
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          Gathering Information  ·  6 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
        • 25 votes
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            1 comment  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
          • I would like to be able to customize more the templates of the invoices or estimates

            I would need for example to show only the subtotal but not the total and taxes, stuff like that.

            24 votes
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              3 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
            • Direct enter of 'amount' on estimates

              Please create a setting that would allow us to enter the 'amount' on an invoice and not the 'per item' amount. Reverse the math.
              Example: I enter the quantity of 200 and the amount of $459, the system calculates the per item cost of $2.295.
              If this was a toggle option:
              A: enter quantity & per item cost, system calculates the total (current set up)
              toggle to
              B: enter quantity & total cost, system calculates the per item cost.
              Currently we are having to manually calculate the per item cost on a calculator, then entering it so it correctly so…

              19 votes
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                0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
              • custom fields

                custom fields visible on the quote, but not on the bill.

                for completion times for example - useful on the quote, useless on the invoice once the work

                16 votes
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                  0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                • Estimates status

                  Would be nice to have the option for custom status on quotes so we can set automate emails based on the status of the quote.

                  At least have one more option then just Expected or Declined.

                  What we are looking for is the option for indecision making so we can send customer automated email reminders based on the status of the quote/estimate.

                  15 votes
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                    2 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                  • post delivery of estimates and invoices

                    I might be working on an Estimate at 10pm and it is ready to go.

                    So I just want to send it.

                    But I don’t want to send an email to my client at 10pm.

                    And I don’t want to have to remember to come back to it the next day, or maybe in 2 -3 days time.

                    So it would be really helpful to be able to SCHEDULE the delivery of an estimate email at some future date and time.

                    In addition to the SEND button, there would be a SCHEDULE SEND button with a date and time pop-up.

                    15 votes
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                      1 comment  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                    • Customer can choose which items on estimate they want done.

                      Make a Check box next to each line item name or near the dollar amount so clients can "choose" which services they want done. especially for construction there can be alot of separate items that are quoted. Then make the total reflect the items they selected. easy. thanks.

                      15 votes
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                        2 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                      • To convert an estimate or sales order into a purchase order

                        It would be really helpfull to convert an estimate to a purchase Order to vendor and the only thing that would need change is the pricing.
                        But It will cut a lot of steps if you are able to do it.
                        Can be either from an estimate or Sales Order.

                        14 votes
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                          2 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                        • Option to add a text line Where it says + add another line

                          Option to add a text line Where it says + add another line

                          In Estimate, Sales Orders, Invoices
                          Where it says + add another line
                          Give the Option to add a text line rather that a product line.

                          We need to group products i.e. four or five lines and then add notes under the group. The ability to add a text line would give me the ability to do this. This should be very simple for you to add.

                          11 votes
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                            2 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                          • Allow discounts at individual item level and/or at invoice level

                            This applies to all item level documents (Estimates, Sales Orders, Purchase Orders, etc).
                            In Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
                            - I don't give discounts
                            - At individual item level
                            - At invoice level

                            I would like to suggest that a document may have BOTH item level and document level discounts.

                            11 votes
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                              0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                            • Approve other documents in portal

                              Clients can already approve estimates in the portal, but we would like them to also approve our Terms and conditions.
                              Is it possible to configure a document upload tool in the portal were vendors can upload several pdf documents for clients to approve?
                              This can be the terms but maybe also drawings or plans?

                              11 votes
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                                0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                              • add self generating barcode and or qr reader?

                                HI I run a tool repair bussiness, my guys are spending too much time iding jobs and writing up emails when sending tools back to customers, I would like to stream line this process by taging each tool (use in the footer profile of either estimate or invoice) includeing data that is already in the data base - example - a code that refers to job/reference number and shipping address, then using a mobile phone or bar-code reader have the information come up in text format each time we "zap" the code, I believe this would help other companies in…

                                10 votes
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                                  0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                • Work flow automation Estimate to Sales Order

                                  When a customer accepts an estimate the next step should be available as an automated work flow. ie: Upon accepted estimate create an open sales order. This should happen if the client self accepts the estimate via the portal or if the Zoho user accepts the estimate for the client.

                                  9 votes
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                                    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                  • put optional items on estimates or allow zero quantity items on estimates for upgrades

                                    Need a way to add an optional upgrade to an estimate. It could be a specific designation by line item or allow us to input zero for the item quantity.

                                    8 votes
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                                      1 comment  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Better query capability when selecting an Item - Similar to the Query Capability in Zoho Creator

                                      We have about 7K different ITEMS. When trying to get to the item you want to quote it is very, very tedious, as you have to type the ITEM on the search box in exactly the order the item is named.
                                      Instead, you should be able to type a few keywords and Bingo....the list shows all the item with these comomn keywords, then you select the one want, and you are done!

                                      To compensate for this Zoho Books query search capability, now we have to rely on an external "Price List" implemented in Zoho Creator. There we have all 7K+…

                                      8 votes
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                                        2 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                      • add a Budgeting and Planning application

                                        It would be useful to be able to take these applications and project results into the future with a Zoho budgeting/planning application. This application would also allow you to create business models based upon drivers/formulae using your own information or data coming from other Zoho apps. Functionality would also include a reporting function to extract data to create dashboards/scorecards as well as other analytical reporting.

                                        8 votes
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                                          0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 7 votes
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                                            0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
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