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205 results found
Allow for discount on estimates which are prior approved with additional approval work flow requirement
Our sales often come back with requirement of discount on their submitted estimate. We want the option to revise an estimate by providing line wise discount / total bill discount and also function to add or remove quoted items in the estimate. Any changes on an existing approved estimate should initiate second round of approval process for the changes.2 votes
Estimate "email to" contact name in email template
We can change which customer contact an estimate gets emailed to. Some things nice would be the ability to have the %CustomerName% place holder be the contact name on the email templates. Example: 'm emailing "X Company". The main primary contact for X Company is "Jan Doe". I want to send an estimate for x company to secondary contact "John Doe".
To make "John" so on the estimate email template, the text has to be manually changed. (Unless overlooking the needed place holder to make this happen.)2 votes
Display the total value of discount give at the end
After applying the discount at the transactional level. The total discount given should be displayed at the bottom and then the taxes have to be calculated on the discounted prices.2 votes
Custom Templates In Estimates need to be previewable
Now that templates are customizable, I need to be able to preview my new estimate in Books. Without this ability, I have to create the entire quote, save it, download it as a PDF, then view it. Please make customized templates previewable.2 votes
Allow me to convert my estimate to an invoice for any client, not just the one who received the estimate.
Sometimes customers request estimates and find foundations to pay for the work, etc.1 vote
Customizing Estimate # when quoting through CRM
If we send an estimate through Zoho CRM, the estimate # has our own #, but also includes a system generated 14 digit number. We want only our own number to appear here and not the system generated one.1 vote
Low and high range for estimates.
I usually give a range of costs. For example, $500 to $600. It would be nice if there were a slick way to do that without adding it to the comments or description of the line item.1 vote
adding multi items to Estimates when i select one item
we are selling hardware and software and we offer with it some services like installation ,tranining ,local support
each product have different price for the services so what am looking for is when i select ITem A the system will auto add the services items with it as a sperate items1 vote
the option to create estimates directly from selected inventory items
would be cool to have an option to convert the selected items of inventory list directly to an estimate or invoice. just like the online stores do, you select what you want then create an invoice/estimate from that selection.1 vote
Last updated date in estimation export
When we export an estimate, we would like a last updated date as one of the field. It not being there has major issue in integration with our CRM and other system that we are using. And having to manually enter date in custom field is casuing a lot of hours being wasted.1 vote
When a customer opens an email or the quote that it will reflect this in the history on the estimate.1 vote
for invoice module
user shud be able to search item by keying in any word from item Name, SKU, Description.1 vote
re-arrange the sequence of rows in app
in the app there is no option to rearrange the sequence of rows in estimates or invoices. eg. its not possible to take the last row of the estimate to the top of estimate. or insert a new row between the existing rows.1 vote
Filter : Quotes by sales person
Hey, it would be great to have a filter on quotes by sales person. I can't see how many quotes (and the amount of the pipeline) have been done by salesman for a specific period.1 vote
A legal format would appreciate very much 8 1/2 x 14 for estimates and invoices.
A legal format would appreciate very much 8 1/2 x 14 for estimates and invoices.1 vote
CRM/Books Integration -
We lose a ton of options because we choose to use Books. Here is a list of what we lose by using books. It doesn't seem smart to penalize your customers when they choose to add more of your services.
1 - No Docusign in Books
2 - The HTML options are limited when creating a custom estimate template.
3 - Terms & Conditions has a word count max.
4 - Not able to manually approve an estimate in CRM1 vote
Must have ability to re-orders fields on templates versus being stuck with the order (time) each field was added.
This applies to all Books fields within the various templates (Estimates, Sales Orders).1 vote
A selection for contact name under the field for ATTN
It will be good if there is a new drop list or selection to choose the new created Estimate or Invoice is ATTN to which contact user within the same company. Currently it is very troublesome where A company has many different contact from different department, but the created PDF is always being defaulted to primary contact. And in order to set ATTN to the user we want, we have to manually go to Contact setting to assign the user as primary role, then switch to another contact name again for invoicing. Very inconvenient and time consuming.1 vote
format 8 1/2 x 14
format 8 1/2 x 141 vote
Hello, I need to edit my invoices and budgets, since in my company we use different images thanks1 vote
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