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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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205 results found

  1. 1 vote
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  2. Have text boxes for ship to and bill to name/address

    We have multiple contacts and locations for one customer. We want to be able to change the contact name, ship to and bill to address right from the Estimate. Can you please respond and let me know if/when this can be resolved

    1 vote
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  3. Personalized name on estimates

    Hi, I have a question. I want to know if in zoho books I could name the quote downloads in pdf with a custom name

    1 vote
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  4. Send quotes by sms like invoice

    I think it's not a big job for you, to integrate quotes send by sms ....

    1 vote
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    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
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  5. pour les modele de Devis et de Facture ce serais bien de pouvoir choisir ( sélectionne le format voulu) le model au format Légal 8 1/2 x 14

    pour les modele de Devis et de Facture ce serais bien de pouvoir choisir ( sélectionne le format voulu) le model au format Légal 8 1/2 x 14

    1 vote
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    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
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  6. Feature required in Estimate

    Estimate feature required for per unit or per meter price is not available in templetes

    Pls kindly advice

    1 vote
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  7. Allow for custom footer with multiple brands (3 logos)

    we have 3 companies, we want to print all 3 logos on footer

    1 vote
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  8. Hide "Receivables" from Contacts

    Hello,

    We are a small IT Services company. We would like to give employees/Engineers the ability to create Estimates/Quotes for customers. Through the system we are able to create new users and limit their access/privileges to "Quotes/Estimates" only without them seeing anything else in the Books. However, when they login and click on "Contacts" they see the Contacts names and a column called "Receivables" with $$$ amounts . We would want to hide this column from our employees and don't want them to see how much clients owe us or have paid us. Is it possible to hide this column…

    1 vote
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  9. Annexure

    how do we remove annexure page from the estimate. I deleted all the content from the annexure text box. Saved it. However, while converting it in a PDF file, I still get blank page 2.

    1 vote
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  10. Send Estimates to parties without adding their contact details in address book

    Many estimates or quotation we send are not converted to invoice and as per current format zoho requires to add contact before sending estimates resulting in lot of irrelevant contacts which we do not need in address book. i suggest an option to send estimate without adding their contact details in address book

    1 vote
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    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
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  11. Estimates-- Feature that flagged a possible "error" if a lower price is offered that purchase amount

    Create a feature that flags a possible "error" if a lower price is offered as "Sales Information" vs. "Purchase Information". The trigger would be a lower price offered than your purchase price. The trigger will be a pop-up and will NOT let you proceed without checking the box. It will ask if this is "...something you really wish to do." This trigger may help catch mistakes made in pricing your customer incorrectly and giving them your cost, which I almost just did :-)

    1 vote
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  12. follow up marker for invoices/estimates

    it would be great to have a simple tick box or selection to highlight an estimate/invoice for follow up which does not require editing the invoice.

    so you tick the box and mark it for follow up
    on the list of invoices/estimated it appears with a star (or similar), andthey can be searched by this marker also

    1 vote
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  13. Allow creation of estimates EXCLUDING taxes, without removing the tax rate from the invoice.

    I'd like to send estimates to my customers, excluding taxes.

    Currently if I exclude taxes, it will also be excluded from the invoice.

    We don't want to exclude taxes from the invoice, only on the estimate.

    1 vote
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  14. Be able to group accepted estimates

    Be able to group accepted estimates with either - reference number or create a filter, neither of these are options you provide..
    Also It does not show under curate list -sort by ( reference ) under estimates on the app .... Please add that feature

    1 vote
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  15. Create Custom fields in multiple modules

    I just discovered that if you create the same custom field in multiple modules the data automatically get push across when converting. This is awesome, however there should be the automatic prompt to create custom fields in other modules when creating the custom field. It seem crazy that the data is automatically pushed but you have to manually create a separate custom field in each and you have to make sure the name and data type is identical.

    1 vote
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  16. Please add a "Customer has viewed the estimate" like you have for Invoices.

    Please add a "Customer has viewed the estimate" like you have for Invoices.

    1 vote
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  17. Please allow the CRM to autopopulate the estimate and invoice signature for the sales person just like it is done in Zoho Books

    Please allow the CRM to autopopulate the estimate and invoice signature for the sales person just like it is done in Zoho Books

    1 vote
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  18. 1 vote
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  19. Remove, the "use in future" checkbox under terms

    remove the use in future option under Terms, we have the CRM integration and Sales users edit the terms and select "Use in future" by accident which changes the standard terms for the whole org, its crazy that a user with locked down access can still do this.

    1 vote
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  20. Clone mean has to be a pure Clone, software can not have it's own input in Cloning.

    Clone has to be Clone, Software can not over ride the Clone settings figures and taxes.

    i also suggest that, 1 x 0 = 0 and 0 x 1 = 0 means some time in an estimate we need to keep items zero but need to show if you are buying the prices will be x, you should permit the same.

    At the same time some time we are giving some items as free of cost and we need to just adjust our qty in our stock so in Estimate we might write item 1 qty 1 and prices =…

    1 vote
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