Duplicate an estimate
Hi
Is it possible to duplicate an estimate within the Zoho Invoice system? I have a client who asked for one estimate to be broken down into 6 separate estimates - it would be much easier to duplicate the complete estimate and delete the items I don't need from each. If not, is this something that could be added?
Thanks in advance.
Get Started. Write Away!
Is it possible to duplicate an estimate within the Zoho Invoice system? I have a client who asked for one estimate to be broken down into 6 separate estimates - it would be much easier to duplicate the complete estimate and delete the items I don't need from each. If not, is this something that could be added?
Thanks in advance.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
roy
Harikrishna
Sticky Posts
Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,How to maintain steady cash flow during the COVID-19 crisis using Zoho Invoice
Dear customers, I hope this finds you and your loved ones in good health. As we are witnessing, the COVID-19 pandemic has started taking a toll on businesses of all types. Here are some useful tips that could help you streamline your invoicing and AR processes to keep your business healthy. 1. Communicate clearly with your customers: During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining theirIntroducing: Digital signature for estimates and invoices
Dear customers, We are pleased to announce that the much awaited Zoho Invoice - Zoho Sign integration is live! You can now sign your estimates and invoices before emailing it to your customers. Also, you can have them sign your estimates while accepting it. Here is our help document to help you get started: https://www.zoho.com/invoice/help/integrations/sign-integration.html Note: This feature is available across all editions of Zoho Invoice except the Indian edition. Out of all the feature requestsWebinar: Introduction to the Client Portal
Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Invoice can offer some relief to weary business owners.
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Configurable Zoho Cliq Notifications for Zoho People Alerts
Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to request an enhancement to Zoho People notifications, enabling a native delivery via Zoho Cliq with admin-level control, similar to the notification settings availableAdd Israel & Jewish Holidays to Zoho People Holidays Gallery
Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the sameKeep Zoho People Feature Requests in the Zoho People Forum
Hello Zoho People Product Team, Greetings. We would like to submit a feature request regarding the handling of feature requests themselves, specifically for Zoho People. Issue: Feature Requests Being Moved to Zoho One Zoho People feature requests areZO25: The refreshed, more unified, and intelligent OS for business
Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’veIntroducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments
We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,[Product Update] Locations module migration in Zoho Books integration with Zoho Analytics
Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho BooksIntroducing Schedules for smarter availability management
Greetings from the Zoho Bookings team! We’re excited to introduce Schedules, a powerful enhancement to manage availability across your workspace. Schedules are reusable working-hour templates that help you define and maintain consistent availability acrossWhy Zoho Contracts Prefers Structured Approvals Over Ad-hoc Approvals
Approvals are one of the most important stages in a contract’s lifecycle. They determine whether a contract moves forward, gets revised, or needs further discussion. The approval process also defines accountability within the organization. Zoho ContractsWhatsapp Connection Status still "Pending" after migration
Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisSearch Bar positioning
Why is the Search bar on the far right when everything is oriented towards the left?How to use Rollup Summary in a Formula Field?
I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possibleHow to Filter timewise question to check uploaded one month or two months before in these community question ?
i want to find the question that is asked some month or before any particular year, so how can i filter it ?Proposal for Creating a Unique "Address" Entity in Zoho FSM
The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it providesWorkflow Down/Bug
We have a workflow that sends an email to one of our internal departments 10 minutes after a record is created in a custom module. The workflow actually works correctly. However, we have now noticed that on January 8, between 3:55 p.m. and 4:33 p.m.,Service Locations: Designed for Shared Sites and Changing Customers
Managing service addresses sounds simple—until it isn’t. Large facilities, shared sites, and frequently changing customers can quickly turn address management into an operational bottleneck. This is where Service Locations deliver clarity and control.Can I re-send the Customer Satisfaction Survey after a ticket closure?
Hello, Some customers does not answer the survey right after closure, is it possible to re-send after a few days or weeks? Best Regards!Filter contacts based on selected category in Zoho Desk ticket
Hello community, I’m setting up the Tickets module in Zoho Desk and I need help implementing the following: When a category is selected in a ticket, I want the Contact field to be filtered so that it only displays contacts that are related to that category.Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually
Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be ableAssign Income to Project Without Invoice
Hello, Fairly new user here so apologies if there is a really obvious solution here that I am just missing... I have hundreds of small deposits into a bank account that I want to assign to a project but do not want to have to create an invoice every timeTracking Non-Inventory Items
We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that weProfile Page View Customization
I need to change the fields, sections from the profile view of an emplyoyee.Zoho Desk Android app update: Filter, Sort and Saved filters Enhancements
Hello everyone! We are excited to introduce the below features on the Android version Zoho Desk mobile app: 1. Filter & Sort support has been introduced for the Contacts and Accounts modules. 2. Sort options is now available in Custom Modules as well.Accessing shared mailboxes through Trident (Windows)
Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature notFeature Request: Ability to set Default Custom Filters and apply them via URL/Deluge
I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. TheClosing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator
TL;DR: Lookup fields allow users to add new related records inline via the "+" icon, but there's no equivalent ability to edit an existing related record without navigating away and losing form context. Adding a native "Edit" icon—with automatic Userfiltering lookup field options based on information in another module.
In our CRM system. We have the standard Accounts and Deals modules. We would like to introduce the ability to classify Accounts by Sector. Our desired functionality is to have a global list of all sectors that an Account can select, with the ability toReally want the field "Company" in the activities module!
Hi team! Something we are really missing is able to see the field Company when working in the activities module. We have a lot of tasks and need to see what company it's related to. It's really annoying to not be able to see it.🙈 Thx!Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?
Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installatiesIntroducing Assemblies and Kits in Zoho Inventory
Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces theDoes the ability exist to make tax on the customer profile mandatory?
I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.How to integrate XML with Zoho CRM
Hi, I have an eCom service provider that gives me a dynamic XML that contains order information, clients, shipments... The XML link is the only thing I have. No Oath or key, No API get... I want to integrate it into Zoho CRM. I am not a developer noremail association with CRM
Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multipleFix the speed
It takes ages to load on every step even though my dataset is quite small.Credit Note for Shipped and Fatoora pushed invoices
We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a SalesFSM - Timesheet entires for Internal Work
Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.Add a way of clearing fields values in Flow actions
It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would beRole Management
I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-basedHighlight a candidate who is "off limits"
Hello: Is there a way to highlight a candidate who is "off limits"? I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that. This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits. The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,Announcing new features in Trident for Windows (v.1.37.5.0)
Hello Community! Trident for Windows just received a major update, with a range of capabilities that strengthen email security and enhance communication. This update focuses on making your mailbox safer and your overall email experience more reliable.Next Page