Zoho Books
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207 results found
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estimate template
I would like to be able to create templates for Estimates and Invoices. I am NOT talking about email templates which are sent based on an existing invoice or estimate.
Use case: create a true Estimate_Template which contains a pre-populated large number of user-defined SKUs. I click "New Estimate from Template", which opens a new Estimate with the pre-populated SKUs, which I can then delete items, edit qty & prices before validating & sending.
This will cut down on admin for me creating new estimates based on similar (but not identical) system sales and projects.7 votes -
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 -
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 -
Reminder to customer for open Estimates
Same as what you do now for invoices, but for estimates instead to remind customers that they have an open estimate.
6 votes -
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 -
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 -
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 -
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 -
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
Ryan6 votes -
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 -
shipping company
hello,
pleas, allow users to have a shipping company different of the billing adress.
6 votes -
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 -
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 -
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 -
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 -
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 itemsand this option should be marked from setting to enable or disable it and add different category for each Estimate
5 votes -
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 totals5 votes -
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 -
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+BBOption 2 - (Description)
- part 1 $MM
- part 2 $NN
- part 3 $OO
Total Price $MM+NN+OOOption 3 - (Description)
- part 1 $YY
Total Price $YYGrand Total Price $Option1Total + Option2Total + Option3Total
(Grand total may or may not be relevant to show on the quote template)"
5 votes -
Enable larger images to be displayed - Thumbnail is too small
The image displayed in Estimates is too small for the type of products we sell. Sometimes it's small visible details that differentiate us from our competition. The images should be enabled to be as large vertically, as the description.
5 votes
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