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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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3 results found

  1. Allow custom fields in email templates

    Allow the custom fields that I have created to be form fields (%___%) in email templates (and other templates too!).

    21 votes
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    0 comments  ·  Templates  ·  Admin →
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  2. email template should have %TaxTotal% parameter

    %TaxTotal% parameter should be made available in email template. Just wonder why it can be shown in pdf, but doesn't made available in email template. This parameter is very important, we cannot assume all the customer's smart phone can view pdf invoice. (most of them need to pay or free trial only). Email template parameter should as complete as pdf template.

    1 vote
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    Completed  ·  1 comment  ·  Templates  ·  Admin →
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  3. Attach File(s) On Sales Orders

    One feature of Email Template on Sales Order sadly lacking is the ability to add files same as Quotes and Invoices.

    Every business want's to be able to attach their terms of business an other information to the sales order. You have this feature implemented on quotes and invoices, I can't comprehend why it was not implemented on the Sales Orders Email Tamplate too.

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