## 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.

# Quote Preferences

Let’s have a look at the various settings you can configure for the Quotes module in Zoho Billing.

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## Basic Settings

To configure your quote preferences:

*   Go to **Settings**.
*   Select **Quotes** under _Sales_ in the _Module Settings_ pane.

### Enable Editing of Accepted Quotes

By default, you cannot edit quotes that have been accepted or marked as accepted. However, you can enable the option to edit these quotes. Here’s how:

*   In the _General_ tab, mark **Allow editing of accepted quotes**.
*   Scroll down and click **Save**.

Now, once you enable editing of accepted quotes, you can go to the quote details page, click **Edit**, and make necessary changes to an accepted quote.

**Note:** Changes made to an accepted quote will not affect its status; it will remain marked as accepted.

### Allow Customers to Accept or Decline Quotes via WhatsApp or Public Link

By default, customers cannot accept or decline quotes through a shared link. You can enable this option to allow them to accept or decline quotes via a public link you send in the email or in the WhatsApp. Here’s how:

*   In the _General_ tab, mark **Allow customers to accept or decline the quotes via platforms like WhatsApp, and public link**.
*   Scroll down and click **Save**.

Now, when you share the link with customers through the [Share Quote Link](/bh/billing/help/quote/other-actions.html#quote-url) option they accept or decline the quotes through the public link.

Also, if you have enabled the option to create a retainer invoice while creating the quote, your customer will receive the retainer invoice in their email once they accept the quote.

Activities done by your customer through the shared link such as accepting/declining a quote, or adding any comment(s) on it will be displayed in the **Comments & History** section of the quote as done through the **public link**.

When you share a quote with customers through WhatsApp, they can accept or decline it using the quick reply buttons in the message. Once they respond, you will receive an in-app notification.

### Set Options to Convert Accepted Quotes to Invoices

You can select some options to automate the process of converting quotes to invoices and sending them to customers. Here’s how:

*   In the _General_ tab, under _Automate accepted quotes to invoices conversion_, select any one of the following options based on your preference:
    *   **Don’t convert accepted quotes automatically:** Select this option if you do not convert the quote to an invoice automatically.
    *   **Convert accepted quotes to draft invoices:** Choose this option to convert the accepted quote to a draft invoice automatically.
    *   **Convert accepted quotes to invoices and email it to the customer:** Select this option to convert the accepted quote to an invoice and send it to the customer automatically.
*   Scroll down and click **Save**.

**Note:** To enable **Progress Invoicing**, you’ll need to set the option for automatically converting accepted quotes to invoices to **Don’t convert accepted quotes automatically**, since both options cannot be active at the same time.

### Set Options to Convert Subscription Quotes to Subscriptions

You can select some options to automate the process of converting subscription quotes to subscriptions and sending them to customers. Here’s how:

*   In the _General_ tab, under _Automatically Convert Subscription Quotes to Subscriptions_, select any one of the following options based on your preference:
    *   **Don’t convert quotes to subscriptions automatically:** Select this option if you do not convert the quote to a subscription automatically.
    *   **Automatically convert quotes to subscriptions and invoice customers:** Select this option to convert the accepted quote to a subscription and create an invoice for the customer.

**Note:** The quotes will not be converted to subscriptions automatically if you create an autocharge-enabled subscription quote, and did not associate the related customer with a payment method. In these cases, you will need to manually create the subscription.

### Progress Invoice

You can create a quote and choose to invoice a custom amount, a percentage, or for specific amounts for each line item. Learn more about [Progress Invoice](/bh/billing/help/quote/progress-invoice.html).

### Hide Zero-value Line Items

**Warning:** This setting does not apply to quotes with a total value of zero.

If your quote contains line items with zero value, you can choose to hide them in the quote’s _PDF_ or in the _Customer Portal_. These line items will still be visible when viewing or editing the quote. Here’s how:

*   In the _General_ tab, mark **Hide zero-value line items** under _Zero-value line items_.
*   Scroll down and click **Save**.

Now, zero-value line items are hidden in the quote’s **PDF** and **Customer Portal** but remain visible when you view or edit the quote.

### Fields in a Quote

You can enable/disable the following fields to be displayed on your quotes:

*   Customer Notes
*   Terms & Conditions
*   Address

#### Terms & Conditions

Enter the Terms and Conditions of your business to be displayed in your quotes.

#### Customer Notes

Enter any notes that you want to display in your quotes for your customers.

After configuring the desired preferences, click **Save** on the bottom of the page

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### Custom Status

ENTERPRISE EDITION

The Custom Status feature allows you to create your own status for the quotes you create. You must select a default status as your parent status and create a new status. Here’s how:

*   Go to **Settings** on the top right corner of the page.
*   Select **Quotes** under _Sales_.
*   Navigate to the _Custom Status_ tab.
*   Click **\+ New Custom** **Status**.
*   Choose the parent status and enter the name of your custom status.
*   You can set your preferred label color and click **Save**.

To mark the custom status:

*   Go to **Quotes** under _Sales_ on the left side bar.
*   Select a quote which has the parent status you set for your custom status.
*   Click the **More icon** to view and mark the custom status.

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## Field Customization

You can add multiple custom fields for the Quotes module and assign different data types for each of them. Learn more about [Field Customization](/bh/billing/help/settings/preferences/general.html#field-customization).

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## Validation Rules

With Validation Rules, you can create rules to set restrictions for the data being recorded.

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## Custom Buttons & Links

You can create new buttons in the Quotes module to perform specific actions for your transactions, or to open external links. You can create them using deluge script and execute actions based on the functions you add. Learn more about [Custom Buttons & Links](/bh/billing/help/settings/preferences/general.html#custom-button-links).

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