Other Actions for Quote

Edit Quote

You can change or update the details of your existing quote. Here’s how:

Go to Sales and select Quotes.
Select the quote that you want to edit.
Click Edit.

Make the changes and save the quote.

Mark as Sent

If you have a quote in the Draft status, you can mark it as sent to make the quote active. Here’s how:

Go to Sales and select Quotes.
Select the quote (in the Draft status) that you want to mark as sent.
Click the More button and select Mark as Sent from the dropdown.

Send Quote to Customer

Usually, when you create a quote, you would have saved it as a draft or sent it to your customer right away.

If you have saved it as a draft, you can send it to your customer manually. Here’s how:

Go to Sales and Quotes.
Select the quote you want to send.
Click Mails/SMS and select Send Mail from the dropdown.

Go through the template and click Send.

Download Quote

You can download your quote as a PDF. Here’s how:

Go to Sales and select Quotes.
Select the quote you want to download.
Click PDF/Print and select PDF from the dropdown.

Clone Quote

If you want to create a quote with the same details as an existing one, you can choose to clone it rather than create a new quote. Here’s how:

Go to Sales and Quotes.
Select the quote which you want to clone.
Click the More button and select Clone from the dropdown.

Attach Files to Quote

You can attach up to 5 files for each quote. The size limit for each file is 5 MB. To attach files to your quote:

Go to Sales and Quotes.
Select the quote for which you want to attach the file(s).
Click Attach File(s) on the top right corner of the page.

Select how you want to upload the files:

Options	Description
Drag & Drop	Upload files from your system.
Cloud	Upload files from your cloud account.
Documents	Upload files from documents saved in your Zoho Books account.

You can Download, Delete, or Remove the files by clicking the options below the uploaded files.

Download, delete, or, remove the attached file

Note

If you Delete a file, it will be permanently deleted from your account.
If you Remove a file, it will be removed from the transaction but will still be present in your documents tab.

Print Quote

To print a quote:

Go to Sales and select Quotes and select the quote you want to print.
Click PDF/Print and select Print from the dropdown.

Check the preview and click Print.

Filter Quotes

You can filter quotes based on their status. Here’s how:

Go to Sales and select Quotes.
Click the All Quotes dropdown on the top of the page.
Select the quote status to filter accordingly.

Custom Views

You can filter your quotes based on the criteria you specify. Here’s how:

Go to Sales and select Quotes.
Click the All Quotes dropdown on the top of the page.
Select + New Custom View.

Fill in the criteria and select the column preferences.
Click Save.

Associate Project

You can associate a project to a quote when you are creating one. Here’s how:

Go to Sales and select Quotes.
Click + New on the top right corner of the page.
Fill in the customer details, item details, and other required fields.
Click the Project Name dropdown and select the project with which you want to associate the quote.

Select project to associate with the quote

To view the project associated with the quote:

Go to Sales and select Quotes.
Select the quote for which you have associated the project.
Click the Projects tab.

Bulk Update

In Zoho Books, you can perform an action upon multiple quotes. This is possible through bulk updates. Here’s how:

Go to Sales and select Quotes.
Select the quotes which you want to update.

Click Bulk Update on top of the page.
Select the field you want to update and enter the value.
Click Update.

Export Quotes

You can export all your quotes in Zoho Books in the CSV, XLSX or the XLS format. Here’s how:

Go to Sales and select Quotes.
Click the Hamburger icon on the top right corner of the page.
Select Export Quotes.

Select the format of the export under Export As, and fill in the other necessary fields.
Click Export.

Renaming Estimates to Quotes (for Organizations Created Before May 1, 2023)

In Zoho Books, organizations created before May 1, 2023, have Estimates as the module name, while organizations created after this date have Quotes as the module name. If the module name was Estimates in your organization and you’ve renamed it to Quotes through the displayed pop-ups, the following will not be changed:

Document’s Title in PDF Templates
Transaction Prefix

You have to update them manually if required.

Update the Document’s Title in Templates

The document title of the transaction in PDF templates will still be Estimate. If you want to change it, you have to update the name manually in each PDF template created for the module. Here’s how:

Go to Settings in the top right corner.
Click PDF Templates under Customization.
Select Quotes in the Templates pane.
Hover over a template and click Edit.
Click Transaction Details on the left sidebar and expand the Document Details section at the bottom.
Edit the text box below Show Document Title to change the document title from Estimate to Quote.
Preview the change and click Save.

The document’s title in the PDF template will be changed to Quote.

Update the Transaction Prefix

If you’ve enabled Transaction Number Series, here’s how you can update the prefix:

Go to Settings in the top right corner.
Click Transaction Number Series under Customization.
Click the required series.
Scroll down to Quotes and enter the preferred prefix against the Prefix column.
Click Save.

Update prefix in the transaction number series

If you’ve not enabled Transaction Number Series, here’s how you can update the prefix:

Go to Sales on the left sidebar and select Quotes.
Click + New in the top right corner.
Click the Gear icon in the text box next to Quote#.
In the pop-up that appears, enter the preferred prefix in the text box below Prefix.