## Zoho Billing - Product, solutions, integrations, support, and resources Index Access the complete documentation index at: https://www.zoho.com/ae/billing/llms.txt Use this file to discover all available documentation pages before proceeding. # Quotes - Overview The Quotes module in Zoho Billing helps you create and manage price quotations for goods or services you offer to your customers. Using this module, you can track quote statuses, monitor approvals, and convert accepted quotes directly into invoices or subscriptions, keeping your billing workflow consistent and accurate. Quotes play an important role in the early stages of a sale, they set clear expectations on pricing, scope, and terms, and provide customers with a formal price commitment before any transaction takes place. A well-managed quoting process reduces back-and-forth with customers, minimizes billing disputes, and ensures the final invoice accurately reflects what was agreed upon. Beyond communicating pricing, quotes are essential for maintaining a structured and auditable sales process. A well-managed quoting process reduces back-and-forth with customers, minimizes billing disputes, and ensures that the final invoice accurately reflects what was agreed upon. ## Table Of Contents ### [Understanding Quotes](/ae/billing/help/sales/quote/understanding-quotes.html) Learn about the two types of quotes in Zoho Billing, standard quotes and subscription quotes, along with their fields and the lifecycle a quote follows from creation to conversion. * [Lifecycle of a Quote](/ae/billing/help/sales/quote/understanding-quotes.html#lifecycle-of-a-quote) * [Quote Fields](/ae/billing/help/sales/quote/understanding-quotes.html#quote-fields) * [Subscription Quote Fields](/ae/billing/help/sales/quote/understanding-quotes.html#subscription-quote-fields) ### [Subscription Quotes](/ae/billing/help/sales/quote/subscription-quotes.html) Create, manage, and convert subscription quotes that include plans, addons, and coupons, and convert them into active subscriptions once accepted. * [Create a Subscription Quote](/ae/billing/help/sales/quote/subscription-quotes.html#create-a-subscription-quote) * [Create a Quote for an Existing Subscription](/ae/billing/help/sales/quote/subscription-quotes.html#create-a-quote-for-an-existing-subscription) * [Create an End of Term Quote](/ae/billing/help/sales/quote/subscription-quotes.html#create-an-end-of-term-quote) * [Convert a Subscription Quote to a Subscription](/ae/billing/help/sales/quote/subscription-quotes.html#convert-a-subscription-quote-to-a-subscription) * [Automate Subscription Quote Conversion](/ae/billing/help/sales/quote/subscription-quotes.html#automate-subscription-quote-conversion) * [Customize a Subscription Quote](/ae/billing/help/sales/quote/subscription-quotes.html#customize-a-subscription-quote) ### [Managing Quotes - Other Actions](/ae/billing/help/sales/quote/other-actions.html) Create, share, approve, convert, and perform bulk operations on quotes, including emailing, cloning, exporting, and customizing quote PDFs. * [Management Actions](/ae/billing/help/sales/quote/other-actions.html#management-actions) * [Share Actions](/ae/billing/help/sales/quote/other-actions.html#share-actions) * [Conversion and Approval Actions](/ae/billing/help/sales/quote/other-actions.html#conversion-and-approval-actions) * [Other Options](/ae/billing/help/sales/quote/other-actions.html#other-options) * [List View Options](/ae/billing/help/sales/quote/other-actions.html#list-view-options) * [Bulk Actions in Quotes](/ae/billing/help/sales/quote/other-actions.html#bulk-actions-in-quotes) * [Customize Quote PDF](/ae/billing/help/sales/quote/other-actions.html#customize-quote-pdf) * [Rename Estimates to Quotes](/ae/billing/help/sales/quote/other-actions.html#rename-estimates-to-quotes) ### [Quote Preferences](/ae/billing/help/sales/quote/preferences.html) Configure quote settings such as editing accepted quotes, automating conversions, enabling progress invoicing, setting up approvals, and customizing fields. * [Basic Settings](/ae/billing/help/sales/quote/preferences.html#basic-settings) * [Approvals](/ae/billing/help/sales/quote/preferences.html#approvals) * [Field Customization](/ae/billing/help/sales/quote/preferences.html#field-customization) * [Validation Rules](/ae/billing/help/sales/quote/preferences.html#validation-rules) * [Record Locking](/ae/billing/help/sales/quote/preferences.html#record-locking) * [Custom Buttons](/ae/billing/help/sales/quote/preferences.html#custom-buttons) * [Related Lists](/ae/billing/help/sales/quote/preferences.html#related-lists) ### [Progress Invoice](/ae/billing/help/sales/quote/progress-invoice.html) Invoice customers in installments as work is completed by splitting an accepted quote into multiple invoices tied to milestones or custom amounts. * [Enable Progress Invoice](/ae/billing/help/sales/quote/progress-invoice.html#enable-progress-invoice) * [Create a Progress Invoice](/ae/billing/help/sales/quote/progress-invoice.html#create-a-progress-invoice) * [Edit a Quote After Invoicing](/ae/billing/help/sales/quote/progress-invoice.html#edit-a-quote-after-invoicing) * [View Progress Invoice Details](/ae/billing/help/sales/quote/progress-invoice.html#view-progress-invoice-details)