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Dennis Vlasich

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  1. Transfer Tasks from Estimates to Invoices/Timesheets

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    0 comments  ·  Zoho Invoice » Estimates  ·  Admin →
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    Dennis Vlasich shared this idea  · 

  2. Add Estimates within Zoho Projects Integration

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    1 comment  ·  Zoho Invoice » Integrations  ·  Admin →
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    Dennis Vlasich supported this idea  · 
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    Dennis Vlasich commented  · 

    The current "integration" between Zoho Invoice and Zoho Projects is only at the Invoice level, which makes no sense. In Zoho Invoice, there is an Estimates module which is used to create quotes/proposals for customers who would award a project based on those tasks and costs. It would make sense that if the Estimate (project) were approved, the "Project" is established in Zoho Invoice and then should migrate into Project where the activities can be scheduled and tracked. As tasks are completed in Project, they should be able to populate back to Invoice for progress payments, which is the way most of us work.

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