Zoho Books
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58 results found
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make a placeholder for the email recipients first name and last name.
Larger corporations have multiple contacts where estimates, sales orders, purchase orders, invoices etc need to be sent. It would be great to use the email recipients first name and/or last name as a placeholder within the email template. Using the primary contacts names is not adequate and requires too much babysitting.
3 votes -
Make Default PDF View an Option on Templates
Being able to select "PDF View" as a default view for Invoices, Sales Orders instead of Standard View.
Useful to quickly differentiate between templates used.3 votes -
I would like to use my company font on my email templates. The fonts available make the system look really outdated
Add fonts that are modern and match my company font
3 votes -
Allow a user to delegate the right to send email from his address
I would like that a user allows another user to send an email from his address, so that an assistant can send a quote in the name of a sales manager.
3 votes -
Reminders for Sales Order
Set email reminders on sales orders not fully invoiced
2 votes -
Include items/tax placeholder in email templates
Please include placeholders for Items in email templates so that we can include a summary of charges in the email body itself and client can see details of items without downloading PDF invoice.
2 votes -
Custom logic for Books to select the appropriate Invoice Email Template
We have mutiple Quote/Invoice Email Templates. We would like to setup some custom logic that says if select the appropriate Email Notification Template this could be super helpful if like us you have various departments and what a nice branded email notification.
2 votes -
Batch edit customers into different language groups (English, German etc.) when sending out email templates
We pretty much have no returning customers as we offer sort of once-in a life time experiences. Our customers, however, come from various different countries.
It would be good if we would not have to associate every single customer with the email template of his language via the contact module. but moreover have our customers assigned to language groups where each German customer receives all templates in German, English customers receive all templates and notifications in English etc..
2 votes -
Capability to modify the email template for sending a Payment Link.
Capability to modify the email template for sending a Payment Link.
2 votes -
Notification for all customer one time by mail
I would like to send notification to my all customer and vendors about new updates or changes through one mail only.
1 vote -
Delivery Challan Customize Templet should be there
Delivery Challan Customize Templet should be there
1 vote -
Custom logic for Books to select the appropriate Invoice Email Template
We have mutiple Quote/Invoice Email Templates. We would like to setup some custom logic that says if select the appropriate Email Notification Template this could be super helpful if like us you have various departments and what a nice branded email notification.
1 vote -
Customise Delivery Note
Need the option to customize delivery note. We need columns like - Weight and Bag No/Case No etc. for each SKU/product. Is it possible?
1 vote -
Improve the email tracking
I can see only the address in the "to" field and not the "CC" when i check the "story" of, for example, an invoice.
I cannot see the email content (if i have write something dedicated to the receiver).1 vote -
1 vote
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it would be nice to have the option to put our logo in the reports we generate (e.g. Trial Balance, Balance Sheet, P&L, Cash Flow etc)
it would be nice to have the option to put our logo in the reports we generate (e.g. Trial Balance, Balance Sheet, P&L, Cash Flow etc)
1 vote -
1 vote
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ability to send test emails
After updating an email template I'd like to send it to myself to see if all parameters are showing correctly.
1 vote -
Make Order Number field a valid %placeholder% in templates
In the invoice we use the order number field to display a readable description of the order. It would be beneficial to allow this field to be used as placeholder in the email template. This placeholder can be used in the email subject to describe the order.
1 vote -
add ability to bulk associate templates to customers
need to be able to bulk associate email and transaction templates to a filtered list of customers.
1 vote
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