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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.

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  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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205 results found

  1. pour quoi les Devis ne s'imprime pas en format légal? pour notre entreprise ce serais important! merci de résoudre ce problème!!

    Pourquoi les estimates ne s'imprime pas en format légal 8 1/2 x 11 ça serais important pour notre entreprise , merci de régler ce problème!!

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  2. Add a Report "Estimates per User"

    Reports Estimates per User

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  3. MOQ Price to Dealers/Distributors

    As based on different MOQ's we have different pricing. Now to send estimates to customers based on multiple price with MOQs - i cant find suitable options in Zoho Books.
    If it there help me, else provide solutions to it.

    1 vote
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  4. Reminders for estimates Accepted

    It would be great to send customers Automatic reminders (as with Invoices) for accepted estimates. We use the estimates as bookings for courses/services, so it would be handy to send the customer a reminder of the booking prior. It may need a date adding for the booking service date?

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  5. 1 vote
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  6. Make it possible to Create Reoccuring Invoice from and Estimate

    You are currently able to create an invoice from an estimate, but you are not able to create a reoccurring invoice from an estimate. I need some way to link a reoccurring invoice back to the estimate, and I think it would be easiest to just be able to have the option to create a reoccuring invoice from the estimate.

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  7. Apply Discount in the Estimates after total instead of item basis

    Feature which should be added because its very common when creating quotes to show the discount applied after the total as a lump sum

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  8. Optional article

    Hello,

    it would be great to say for an article if it's only optional in the offer so that it's inside the quote but not included in the whole price at the end.

    Good to implement feature ideas and add on's for the client but not on the whole price. Like exclude factor. Perhaps at the end of the offer an extra amount of optional articles as well.

    Can't wait to see this "little" but necessary feature in Zoho Books.
    Please vote for it!

    Thanks, Markus

    1 vote
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  9. 1 vote
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  10. estimate default time under date for every estimate

    need a default estimate time for every estimate date

    1 vote
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  11. Add the ability to enter cost and markup on estimate page

    Like many other softwares out there, you usually have the ability to change the cost and markup of an item while doing an estimate, if you are doing a quick estimate without using the saved products, you have to enter the sale price, and if its accepted, then we still have to enter the purchase price in the PO, thus duplicating work. Example of competing software allows you to enter cost, markup and it automatically appears on the PO when accepted.

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  12. 1 vote
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  13. ermitting to change estimates pdf structure (blocs alignements, margins) like Zoho CRM canvas view

    Canvas View, in Zoho CRM lets us sculpt an exclusively personalized view of our CRM records.
    It will be great to adapt it on Estimates, Invoices, orders...pdf export. This will be great to customize the way the invoices structure are displayed depending on the business necessity. Changing the alignments, margins of field types, grouping similar field types and much more

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  14. Vat to shipping charge

    shipping in the UK must have 20% added to it but when quotes the vat to shipping is 0%
    I need this altered asap please

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  15. Estimates should not say "Bill To". Please change to "Attention"

    I know it says in big letters "ESTIMATE" at the top-right of the page but above the client name it says "Bill To". This is contradicting as an estimate in NOT and invoice/bill. Please change it.

    A client recently got confused and paid it as an invoice. Perhaps this is why.

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  16. 1 vote
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  17. Group Multiples Estimates into a Single Estimate.

    Be able to select multiples estimates and create a single one

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  18. Allow multiple estimates to be converted into a single invoice.

    When I have a number of estimates it is annoying for the client to send several different invoices and annoying for me to have to copy and paste the info into one invoice. Can you make it so the estimates become items in a single invoice?

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  19. Zoho Books

    Estimates,sales orders,invoices.
    The option of the Filter or sorting can be added in headers so that multiple option search will be easier.
    In Invoice details Report:
    It will be good if we club together the month wise details.
    Like on viewing the annual invoice details we can able to get the month wise total invoice detail,which directly shows our performance in that year.

    1 vote
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  20. Proforma Invoice & SMS updates right from estimates

    Proforma Invoice & SMS updates right from estimates

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