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

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

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

# Other Actions for Quote

* * *

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

### Edit Quote

You can change or update the details of your existing quote. Here’s how:

*   Go to _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 _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 _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 _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 _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 _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 Invoice 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.

* * *

### Print Quote

To print a quote:

*   Go to _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 _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 _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 _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 _Quotes_.
*   Select the quote for which you have associated the project.
*   Click the **Projects** tab.

* * *

### Bulk Update

In Zoho Invoice, you can perform an action upon multiple quotes. This is possible through bulk updates. Here’s how:

*   Go to _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](/fr/invoice/help/import-export/) all your quotes in Zoho Invoice in the CSV, XLSX or the XLS format. Here’s how:

*   Go to _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**.

* * *

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

In Zoho Invoice, 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/invoice/help/quote/other-actions.html#update-pdf-templates)
*   [Update the Transaction Prefix](/fr/invoice/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** 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](/invoice/help/images/estimate/update-pdf-templates.png)

*   Preview the change 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 **Quotes** from the left sidebar.
*   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](/invoice/help/images/estimate/update-transaction-prefix.png)

*   Click **Save**.

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