Zoho Books

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com


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  1. shipping company

    hello,

    pleas, allow users to have a shipping company different of the billing adress.

    6 votes
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    2 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Track estimates sent

    Would be cool to have an integration with Streak to track how often your estimate of cost has been opened when sent by email.
    In order to nurture accordingly the prospect.

    6 votes
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  3. notes in estimates over to sales orders

    I would like any Notes we write in the Customer notes box of the Estimate to be carried over to the Sales Order when converted. At present this does not happen

    6 votes
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    1 comment  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Quickly apply same % to all discounts at item individual level

    I'd like to discount at item level, and still easily adjust every item's discount together (i.e. 20% across the board).

    This would make it easy to make changes for key items only (cost of gas, reimbursements, etc.) without needing to make too many customizations in the Totals section or send a second invoice.

    6 votes
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    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Change Estimates Label to Quotation in the Client Portal

    We would like to be able to change the word Estimates to quotations in the client portal. We are currently able to do this on the estimate template but not on the navigation labels in the client portal.

    Our products have fixed prices and therefore the term estimates is misleading.

    It would be great if we had control of this to adjust accordingly.

    Thanks
    Ryan

    6 votes
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  6. Email Reminders for overdue Estimates not available

    Option to create Email Reminders for Estimates or Overdue estimates not available. If we are sending estimates in place of Invoices and later switch the Estimates to Invoices, we cant follow up on Estimates or send automated reminders

    6 votes
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  7. Roll up / Hide Line Items

    To have the ability to ROLL UP / HIDE Line Items.

    We manufacture bespoke products, that are made up of individual parts,

    We do not want to SHOW the individual parts or their cost.

    However the cost will still be added to the total on the estimate

    The hidden line item price - can be added to the first line item price...

    6 votes
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  8. We need FULL customization (HTML) of the quote/invoices

    no full customization (HTML) of the quote/invoices is a deal breaker. please enable for us!

    6 votes
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  9. Customize invoice or estimate templates

    I wish I could customize my templates. For example for an estimate, I have a template for a proposal in monthly or annual. The sales conditions change. I would also like to add columns on the quote for a monthly subtotal and then an annual subtotal on the same line.

    6 votes
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    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Esign estimate/invoice without customer portal

    I love the idea of being able to send estimates/invoices for eSigning. However, I feel the usefulness of this is limited because customers must first sign up for the client portal and navigate through the portal to find the estimate and eSign it. The portal lacks customizability and using it could be confusing for customers who just need to sign a document. I would suggest keeping this functionality intact for those who use the portal, but adding document eSigning for customers who don't have access to the portal. It would function much like the native Zoho Sign process. The customer…

    6 votes
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  11. sub total

    When creating an Estimate, it would be really helpful to add sections with sub totals.
    Our Estimates are often presented based on rooms/areas. Each area has a number of items contained within it. Our clients want to be able to see their estimates presented in 'sections'.

    1) Perhaps introduce 'section header rows'. Which are simply text labels to better present/group items on an estimate.
    2) Add sub totals for every section, with the option to display a cost summary at the bottom, listing each section total and a grand total.

    6 votes
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  12. Additional permissions for estimates

    Add additional permissions for estimates which would restrict an estimator to only be able to see estimates they created/their department creates or that they are given access to. This is currently not possible and different parts of our business are segregated, we do not want all estimators seeing every single job in the business.

    6 votes
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  13. Price list markup column per line item

    Add a column in estimates and invoices that will allow for markup to be added for each line item individually.
    The markup column is not to show in printed form.

    6 votes
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  14. Categorize the Estimate in PDF view

    Can you let us to categorize the Estimate with the functions to be more clear for customers for example :
    I am working in smart home solutions and need to categorize the estimate for Lighting section to contain all lighting equipments and HVAC to contain all materials it need and so on just one bar line to identify the content of the following items

    and this option should be marked from setting to enable or disable it and add different category for each Estimate

    5 votes
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  15. Clasify whether the items is a reoccuring cost or a one-time cost

    Make it so I can include in the estimate the difference between a one-time cost and a reoccurring cost. And have this be a check box when adding a new item into Books.

    Items Check Box: "Is this a reoccurring cost"

    5 votes
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  16. Approval Process for Estimate, Sales Order and Invoice

    Please add approval process for ZOHO Estimates, Sales Order and Purchase Order.

    Please don't add basic features and add approval process like in ZOHO CRM.

    Please improve Purchase order approval process like zoho crm

    5 votes
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  17. Sub totals

    While estimate creations, clients like to get a single quotation for multiple options, so I suggest to add sub total options.
    Eg option 1 will have 2 3 items that I can subtotal, option 2 will have 3 4 item then their sub totals

    5 votes
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  18. Add notes to Estimates

    It would be helpful to be able to enter internal notes to Estimates that only our company can read. Obviously being that these are internal, the client SHOULD NOT be able to read these.

    Internal notes are helpful to keep track of activity that may occur during the life of an Estimate.

    Please add this feature.

    Thanks!

    5 votes
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  19. estimate with options

    As explained by a person in this thread:

    "For Example:

    Our Proposal For Customer X

    Option 1 - (Description)
    - part 1 $AA

    - part 2 $BB
    Total Price $AA+BB

    Option 2 - (Description)
    - part 1 $MM

    - part 2 $NN
    - part 3 $OO
    Total Price $MM+NN+OO

    Option 3 - (Description)
    - part 1 $YY

    Total Price $YY

    Grand Total Price $Option1Total + Option2Total + Option3Total

    (Grand total may or may not be relevant to show on the quote template)"

    https://help.zoho.com/portal/community/topic/add-options-and-subtotals-to-quotes?action=communityTopicLike&actionId=2266000006436072

    5 votes
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  20. 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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