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 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:

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 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.

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.

Related >

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