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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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3 results found

  1. Add an acceptance button on estimates without giving them access to client portal

    Add an acceptance button on estimates without giving them access to client portal

    97 votes
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    17 comments  ·  Estimates  ·  Admin →

  2. Estimate Tracking

    So Zoho Sign has this cool feature where when you send a document to somebody to sign, you get an email notification saying that the other person has viewed your document. Can we get something like this for Zoho Books?

    10 votes
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    2 comments  ·  Estimates  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all, 



    We now have the icon that notifies that the Invoices, Estimates and Retainer Invoice email has been viewed by the customer. To enable this option, navigate to Settings > Emails > Email Insights > enable the option Track the emails sent to your customers.



    Regards, 

    Zoho Books Team

  3. Add Lines on Estimates in between other items

    Adding a line item between other items will make workflow faster. Currently I can only add the additional item at the bottom and move it to the desired position. No option to add a line in-between other items.

    7 votes
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    2 comments  ·  Estimates  ·  Admin →
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