Skip to content

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


  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

205 results found

  1. Volume based price list for products

    We need urgently a way to integrate volume based pricing for our hardware sales. All products we sell have different prices depending on the volume purchased (very standard in the B2B world), i.e.:

    Product A:
    1-10 units - $10
    11-50 units - $9
    51-100 units - $8
    etc.

    At this moment we have to handle all pricing manually with price list created in Excel which is obviously extremely bad as it inherits offline work and room for a lot of errors.

    We hope that this can be accomplished soon as it’s very standard in varies industries which selling products.

    BR

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. image description

    In estimates and invoices we would like to be able to upload an image beside the description so our client can visually see what they're purchasing. at the moment, there isn't any way I can input an image.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Mark estimates as viewed, without customer needing to login to portal

    Mark estimates as viewed, without customer needing to login to portal. This is available as standard for a long time on other online accounts / invoicing applications like Zero, Freshbooks, Quickbooks etc.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. 0 in amount or enter notes

    While creating estimate we add some items for the customer to bring by themselves so is required to show the amount by 0 or show notes in the amount as (By Customer) in order to don't increases the total amount of the estimate. Please note the rate and Qty fields should have values.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. When entering new line items to an existing estimate

    PLEASE make an option to add a line item to an estimate without having to drag it all the way up to where you need it to go.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Add notes for the item instead of the amount

    Add word instead of the amount like "Free" or "Option" or "10% of the total price" etc...

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Item Warehouse Details in Estimates

    It would be nice to see in Estimates the details of what warehouse the item is at and quantity like you can in Sales Orders and Invoices so that when you are creating Estimate you know what you currently have in stock at your warehouse or if it will have to come from another location.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Can We have Accept or Decline Button in the Email Footer itself for Estimates.

    I Agree that Zoho Books is doing a great job when it comes to client satisfaction. But i have seen this in other Accounting Software's. The Option to Accept or Decline an Estimate is placed directly in the Email footer rather than clicking the view Invoice button which directs you to the public portal. The Button that says view Estimate will be replaced 2 Choices Instead, "Accept" or "Decline". When the client clicks accept we get notified via zoho books & when the client Declines, it opens a new tab with the Public Link Portal wherein the client mentions the…

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. multi text custom field

    Allow a custom multi line text box under the subject line in estimates.
    This will then allow us to add additional description details for the estimates.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Estimates with photos

    I think you should have a Item Photo, for each part number.

    For example, when I chose item#123-4 ... the parts, description, and a (small, medium, or large) photo appears next to the description. The photo should need to be uploaded in a .jpg image with max res of 400x400 and must be named the same as item# (ie ... 123-4.jpg )

    I have a picture of an example if you would like to see it. Its much more professional.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. estimate revision date

    need the estimate to show a revision date, while keeping the initial create date

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Auto generate payment terms

    There is an option to enter payment terms in the contact record in Zoho Books, but the payment terms field in estimates are not auto generated, which they should.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Customer to change estimate before accepting in portal

    Many times for estimates a customer may want to change a quantity or remove an item before accepting. It would be great if they could do this in the customer portal.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Give the option to "Add New" email contact while editing Estimate

    While editing an invoice, towards the bottom of the screen you can click "Add New" in order to add another email address....Please add that same functionality to the estimates as well. Everything else is basically the same in both Invoice/Estimate windows except that!

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base