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

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

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

# Other Actions for Quote

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

### 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**.
    
    ![Edit quote](/billing/images/help/images/quotes/more-with-quotes/edit-quote.png)
*   Make the changes and save the quote.
    

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### 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.
    
    ![Mark as Sent](/billing/images/help/images/quotes/more-with-quotes/quote-mark-sent.png)

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### Send Quote to Customer

You can send Quotes to your customers through email or share the Quote link directly with the customers.

#### Email the Quote to the Customer

Here’s how can send a quote to your customers:

*   Go to **Quotes** under _Sales_ on the left sidebar.
    
*   Select the quote that you want to send through email.
    
*   Click _Mails_ dropdown and select **Send Email** to send the quote to the customer.
    
    ![Private & Secure Link](/billing/images/help/images/quotes/more-with-quotes/quote-send-mail.png)
*   Make the necessary changes and click **Send**.
    

Now, the quote will be sent to the customer, and the status of the quote will be updated to _Sent_.

#### Share Quote URL With Customers

You can generate a link for the quote and share it with your customers. Using this link, the customer can view the quote. To share the quote using a link:

*   Go to **Quotes** under _Sales_ on the left sidebar.
    
*   Select the quote for which you want to generate a link.
    
*   Click **Share** at the top.
    
*   You can generate the link for **Public** or **Private & Secure** access.
    
*   If you have selected _Private & Secure_, your customer can view the quote from their Customer Portal.
    
    ![Private & Secure Link](/billing/images/help/images/quotes/more-with-quotes/quote-share-private.png)
*   If you have selected _Public_, click **Generate Link**.
    
    ![Public Link](/billing/images/help/images/quotes/more-with-quotes/quote-share-public.png)
*   Copy the URL and share it with your customer.
    

**Note:** If you want to disable all the links you’ve generated that are active before the expiration date, follow the same steps as above, and click \*\*Disable All Active Links\*\* in the popup.

#### Accept or Decline Quotes via Public Link

When your customer opens the shared URL or click **View Quote** in the email sent for the new quote, a page displaying quote number, quote date and status opens.

*   They can accept or decline the quote from this page.
    
*   If your customers wish to access the full quote, they can click **View Quote** next to the quote number.
    
    ![Accept or Decline Quotes](/billing/images/help/images/quotes/more-with-quotes/quote-link.png)
*   Enter their email address in the popup to verify their identity.
    
    ![Private & Secure Link](/billing/images/help/images/quotes/more-with-quotes/verify-email.png)
*   Click **Verify**.
    

Now they can securely access and view the quote details.

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### 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.
    
    ![Download quote as PDF](/billing/images/help/images/quotes/more-with-quotes/quote-download-pdf.png)

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### 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.
    
    ![Clone quote](/billing/images/help/images/quotes/more-with-quotes/quote-clone.png)

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### 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** > **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:

Options

Description

Drag & Drop

Upload files from your system.

Cloud

Upload files from your cloud account.

Documents

Upload files from documents saved in your Zoho Billing account.

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

**Note**

*   If you **Delete** a file, it will be permanently deleted from your account.
*   If you **Remove** a file, it will be removed from the transaction but will still be present in your documents tab.

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### 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.
    
    ![Click Print](/billing/images/help/images/quotes/more-with-quotes/quote-print.png)
*   Check the preview and click **Print**.
    

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### 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.

![Filter Quotes](/billing/images/help/images/quotes/manage-quote/quote-default-filters.png)

#### 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**.
    
    ![New Custom View](/billing/images/help/images/quotes/manage-quote/quote-custom-view.png)
*   Fill in the criteria and select the column preferences.
    
*   Click **Save**.
    
    ![Custom View](/billing/images/help/images/quotes/manage-quote/quote-create-custom-view.png)

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### 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.

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### Bulk Update

In Zoho Billing, 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**.
    
    ![Bulk update](/billing/images/help/images/quotes/more-with-quotes/quote-bulk-update.png)

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### Export Quotes

You can export all your quotes in Zoho Billing 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**.
    
    ![Export quotes](/billing/images/help/images/quotes/more-with-quotes/quote-export.png)
*   Select the format of the export under **Export As**, and fill in the other necessary fields.
    
*   Click **Export**.
    
    ![Verify Export](/billing/images/help/images/quotes/more-with-quotes/quote-export-popup.png)

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### Renaming Estimates to Quotes (for Organizations Created Before May 1, 2023)

In Zoho Billing, organisations created before May 1, 2023 have Estimates as the module name, while organisations created after this date have Quotes as the module name. If the module name was Estimates in your organisation and you’ve renamed it to Quotes through the displayed pop-ups, the following will not be changed:

*   Document’s Title in PDF Templates
*   Transaction Prefix

If required, you can update them manually.

*   [Update the Document’s Title in PDF Templates](/fr/billing/help/quote/other-actions.html#update-pdf-templates)
*   [Update the Transaction Prefix](/fr/billing/help/quote/other-actions.html#update-transaction-prefix)

#### Update the Document’s Title in PDF Templates

The document title of the transaction in PDF Templates will still be **Estimate**. If you want to change it, you have to update it manually in each PDF template for Quotes. Here’s how:

*   Go to _Settings_ in the top-right corner.
*   Click **PDF Templates** under _Customisation_ and select **Quotes**.
*   Hover over a template and click **Edit**.
*   Click **Transaction Details** on the left sidebar and expand the _Document Details_ section at the bottom.
*   Edit the text box below _Show Document Title_ to change the document title from _Estimate_ to _Quote_.

![Update PDF Templates](/billing/images/help/images/quotes/more-with-quotes/update-pdf-templates.png)

*   Preview the changes and click **Save**.

The document’s title in the PDF template will now be changed to Quote.

#### Update the Transaction Prefix

Here’s how you can update the transaction prefix:

*   Go to _Sales_ from the left sidebar and select **Quotes**.
*   Click **\+ New** in the top-right corner.
*   Click the _Gear_ icon in the text box next to **Quote#**.
*   In the pop-up that appears, enter the preferred prefix in the Prefix field.

![Update Transaction Prefix](/billing/images/help/images/quotes/more-with-quotes/update-transaction-prefix.png)

*   Click **Save**.

With this, the new quotes you create will have the prefix that you’ve entered.

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**Related >**

*   **[Customize Quote](/fr/billing/help/quote/customize-quote.html)**
*   **[Convert to Invoice](/fr/billing/help/quote/convert-to-invoice.html)**
*   **[Create Retainers](/fr/billing/help/quote/create-retainer.html)**

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