## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/bh/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Introduction - Quotes

A quote is a proposal that you send to your customers which details all the items and their prices that you are planning to sell to them. After your customer accepts the quote, it can be converted to its subsequent invoice.

### Create Quote

To create a quote in Zoho Billing:

*   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.
*   Select the **Create a retainer invoice for this quote automatically** option if you want to record any [advance payment](/bh/billing/help/sales/retainer-invoice/) for this quote.
*   Click **Save as Draft** to create a draft or **Save and Send** it to your customer’s email address right away.

![New Quote](/billing/images/help/images/quotes/new-quote/new-quote-part-1.png)

If you have saved your quote in the **Draft** status, it would not reflect as part of your sales. To make it active you have to [send](/bh/billing/help/quote/other-actions.html#mail) it to your customer or [mark it as sent](/bh/billing/help/quote/other-actions.html#mark-as-sent).

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### Mark as Accepted

After you send your customer the quote, your customer might agree with it right away or suggest you to make some changes. There are two ways to mark a quote as accepted:

Your customer can directly accept your quote from the Customer Portal.

OR

You can manually mark it as accepted. Here’s how:

*   Go to **Sales** and select **Quotes**.
*   Select the quote which your customer has approved.
*   Click the **More** button and select **Mark as Accepted** from the dropdown.

![Mark as Accepted](/billing/images/help/images/quotes/accept-quotes/quote-mark-accepted.png)

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### Mark as Declined

If your customer doesn’t approve the quote, and you’re also convinced that the quote cannot be iterated any further, you can mark it as declined.

To mark a quote as declined:

*   Go to **Sales** and select **Quotes**.
*   Select the quote which you want to mark as declined.
*   Click the **More** button and select **Mark as Declined** from the dropdown.

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### Import Quotes

Another way to add quotes to Zoho Billing is to import them. You can import the quotes you have in your system in the CSV, TSV, or XLS format.

To import quotes:

*   Go to **Sales** and select **Quotes**.
*   Click the **Hamburger** icon on the top right corner of the page.
*   Select **Import Quotes**.
*   Click **Choose File** next to **Upload file**. You can download a sample CSV or XLS file for your reference by clicking **sample csv file** or **sample xls file**.
*   Choose the **Character Encoding** and **File Delimiter** for your file.
*   If you want your quote number in the imported file to be auto-generated, mark the box **Auto-generate Quote Number**.
*   Click **Next**.
*   Ensure that all the fields are mapped correctly in the **Map Fields** page.
*   Select the **Save these selections for use during future imports** option if you want to use the same import format the next time.
*   Click **Next**.
*   Click **Import**.

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