## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index

Access the complete documentation index at:
https://www.zoho.com/de/invoice/llms.txt

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

# Creating a New Quote

If the Quotes module is not available by default in the left sidebar, you’ll have to enable it in the Preferences. To do this:

*   Go to **Settings** by clicking the **Gear** icon in the top-right corner.
*   Select **General Preferences**. Under _Select the modules you would like to enable._, check the box next to _Quotes_.
*   Once done, click **Save** at the bottom of the page.

Now, there are different ways in which you can create or add a quote in Zoho Invoice. You can create from:

*   [The Quotes Module](/de/invoice/help/estimate/new-estimate.html#estimates-module)
*   [The Customers Module](/de/invoice/help/estimate/new-estimate.html#customer)
*   [The Projects Module](/de/invoice/help/estimate/new-estimate.html#project)

Also, you can add quotes to Zoho Invoice by importing them from your previous invoicing system.

#### The Quotes Module

1.  Go to **Quotes** on the left sidebar or press **shift** + **e** to instantly navigate to the **Quotes** module.
2.  Click the **\+ New** in the top-right corner or press **c** + **e** to instantly create a new quote.
3.  Click the **Customer Name** dropdown and select a customer. If you’ve not added any customer to Zoho Invoice, click the **\+ New Customer** in the dropdown, enter the customer details and click **Save**.
4.  Check the auto-generated **Quote#** or enter a quote number manually. If you want to change the prefix and the numbering of the auto-generated quote number or if you want to enter the quote number manually every time, you can click the **Gear** icon and choose to manually enter the quote number.
5.  Enter a reference number in the **Reference#** field for your internal referencing.
6.  **Quote Date** is auto-populated with the present day’s date. Click the date to change it to another date.
7.  Optional: Click the **Expiry Date** and select a date, after which the quote will become invalid.
8.  Select a **Salesperson** from the dropdown if you want to associate this quote to one of your salespeople who handled this sale.
9.  Select a project from the **Project Name** dropdown if you want to associate this quote to an already existing active project. Learn more about [Projects](https://www.zoho.com/de/invoice/help/timesheet/timesheet-create.html).

Next, you can fill in the details about the products or services that you’re quoting for your customer.

1.  Type or click the **Item Details** in the item table and select an item from the dropdown. If you haven’t added the item already, click the **\+ Add New Item** to add an item on the fly to the quote as well as to the **Items** module.
2.  Enter a quantity in the **Quantity** field. By default, 1 is given as the quantity.
3.  The rate of the item is auto-populated based on the item rate you’ve saved for the item. Enter a different item rate to change the auto-populated item rate.
4.  Select the applicable **Tax** for the item. If you’ve associated a tax with the item in the Items module, this field will be auto-populated. If you’ve not created a tax in Zoho Invoice, you can quickly add the tax by clicking the **\+ New Tax** in the dropdown; enter the tax name, its rate and click **Save**.
5.  Enter a discount amount or percentage depending on what you’ve chosen from the dropdown. Based on the preference you’ve chosen in the Settings, this field will be a column in the item table or below the item table or not displayed at all.
6.  Enter the **Shipping Charges** involved in delivering the items in this quote to your customer, if any.
7.  Enter any amount that you want to adjust from the total in the **Adjustment** field. You can use this field to round-off the total amount or make any needed change in the total amount. You can edit and change the field name as well to suit your need.

Finally, you can enter information such as Customer Notes, Terms & Conditions of the quote and attach files etc.

1.  Enter the **Customer Notes** that you want to convey to your customer.
2.  Mention the **Terms & Conditions** for the quote in its field.
3.  Click **Upload File** and select **Attach from Desktop** to upload a file from your computer or device. You can also upload files from the cloud by clicking the dropdown and selecting **Attach from Cloud**.
4.  Click **Change** next to _PDF Template_ to change the quote template that will be used when the quote is sent as a PDF or printed. Learn more about [editing a template](https://www.zoho.com/de/invoice/help/settings/templates.html#common).
5.  Click **Save as Draft** to only save the quote if you wish to edit it later. Or, click **Save and Send** if you wish to save and email the quote to your customer immediately.

#### The Customers Module

You can create a quote for your customer directly from the Customers module.

*   Go to **Customers** on the left sidebar.
*   Select the customer for whom you want to create a quote.
*   Click the **New Transaction** dropdown and select _**Quote**_.

#### The Projects Module

Businesses that charge their customers based on the time spent on a work can track their time by creating a project in the _Time Tracking_ module. You can create a quote from within a project and include the tasks from the project to the quote. [Read more](/de/invoice/help/timesheet/charge-the-customer.html#send-an-estimate).

## Importing Quotes

If you’ve created Quotes in other systems and want to move them to Zoho Invoice, you can do so easily.

To import quotes:

*   Go to **Quotes** on the left sidebar or press **shift** + **e** to instantly navigate to the **Quotes** module.
*   Click the **More** icon and select **Import Quotes** or simply press **alt** + **i** to import quotes.
*   Download the [sample file](https://invoice.zoho.com/common/import/sample_estimates.csv) and compare it with your file. Make sure that the format in your file is similar to the sample file. 
*   Click the **Choose File** button and select the import file from your device. 
*   Choose whether to skip or overwrite duplicate quotes. 
*   Select the **Character Encoding** based on your import file. By default, UTF-8 (Unicode) is selected. 
*   Choose the appropriate **File Delimiter**. 
*   Check the **Auto Generate Quote Number** option.

**Insight:** File Delimiter refers to the character that is used to separate the values in the import file. 

*   Click **Next**. 
*   The field names of Zoho Invoice are listed on the left side and the field names in the import file are listed on the right side. 
*   Match the field names appropriately. 
*   Mark **Save these selections for use during future imports.** if you wish to use the same mapping of fields in future imports. 
*   Click **Next**. 
*   You can see the status of all the **Quotes that are ready to be imported**, **Skipped** and the **Unmapped Fields**. If there are quotes that are being skipped, edit the import file and repeat the steps above.
*   Click **Import**.

Now, the quotes in the import file will be imported into the Quotes module of Zoho Invoice.

## Customizing Quotes

A template in Zoho Invoice is a format which determines how the quote information is displayed. There are many specially designed templates that are available in Zoho Invoice. You can customize the templates according to your desire.

To customize a template directly from the **Quotes** module:

*   Select the quote that you want to edit.
*   Hover your mouse cursor over the quote and click the **Customize** dropdown found in the top-right corner of the quote.

![Customize button](/invoice/help/images/estimate/new-create-customize.png)

*   Select **Change Template** to select another template from the existing gallery of templates.
*   You can create a new template or [edit an existing template](https://www.zoho.com/de/invoice/help/settings/templates.html#common) from **Settings** > **PDF Templates**.
*   Select **Update Logo & Address**, upload the logo and enter your address.
*   Click **Save** in the pop-up to quickly update them in the quote.
*   Select **Manage Custom Fields** if you want to add or edit the custom fields. Learn more about [Custom Fields](https://www.zoho.com/de/invoice/help/settings/preferences.html#custom-fields).
*   Select **Terms & Conditions**.
    *   Enter the customer notes and the terms and conditions.
    *   Check the **Use this in future** option to use this in all the quotes created in the future. Leave it unchecked if you want it to be displayed only in this quote.
    *   Click **Save** to update these changes in the quote.

### Editing Quotes

If you’ve saved a quote as draft, you can update it with information by editing it. Also, if you’ve entered some information incorrectly, you can edit and update it.

To edit a quote:

*   Go to **Quotes** on the left sidebar or press **shift** + **e** to instantly navigate to the **Quotes** module.
*   Select the quote that you want to edit.
*   Click **Edit** at the top or press **e** to edit the transaction.
*   Make the necessary changes and click **Save** to save it in the same status or **Save and Send** to save and send the quote as an email.
    *   Also, you can click the dropdown icon in **Save and Send** and choose other options such as **Save and Send later** to schedule and send a quote or **Save and Print**.

**Pro Tip:** If you’re editing a quote that has been:  

*   Sent to your customer, you would have to resend the updated quote to your customer.  
    
*   Converted to an invoice, you would have to update the invoice separately.

## You might also find these helpful

[

### PDF Templates

Customize your templates for quotes to match your brand and preferences.

](/de/invoice/help/settings/templates.html?src=help-other-resources)[

### Accepting Quotes

Learn how to send quotes as a snail mail, share it as a link, and mark it as sent.

](/de/invoice/help/estimate/more-with-estimates.html#sharing-estimate-link?src=help-other-resources)