Other Actions for Quote

There are a host of actions that you can perform upon a quote in Zoho Books.

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 Mark as Sent from the drop down.

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 and select the quote you want to send.
• Click Mails/SMS and select Send Mail from the drop down.

• Go through the template and click Send.

Download Quote

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

• Go to Sales and Quotes and select the quote you want to download.
• Click PDF/Print and select PDF from the drop down.

Clone Quote

If you want to create 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 select Quotes.
• Select the quote which you want to clone.
• Click the More button and select Clone from the drop down.

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 select 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:

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

Print Quote

To print a quote:

• Go to Sales and select Quotes. S
• elect the quote you want to print.
• Click PDF/Print and select Print from the drop down.

• 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 drop down 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 speciy. Here’s how:

• Go to Sales and select Quotes.
• Click the All Quotes drop down 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 drop down and select the project with which you want to associate the quote.

To view the project associated to 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.

Related >

• Customize Quote
• Convert to Sales Order
• Convert to Invoice
• Create Retainers