Introduction - Estimate

An Estimate is a proposal that you send to your customers which details all the items and their prices that you are planning to sell to them. After your customer accepts the estimate, it can be converted to its subsequent sales order or an invoice.

In this page:

Create Estimate

To create an estimate in Zoho Books:

New Estimate

If you have saved your estimate in the Draft status, it would not reflect as part of your sales. To make it active you have to send it to your customer or mark it as sent.

Mark as Accepted

After you send your customer the estimate or quote, your customer might agree with it right away or suggest you to make some changes. There are two ways of marking an estimate as accepted:

Your customer directly accepts your estimate from the Customer Portal. You can manually mark it as accepted.

To manually mark the estimate as accepted:

Mark as Accepted

Mark as Declined

If your customer doesn’t approve of the estimate or quote, and you’re also convinced that the estimate cannot be iterated any further, you can mark it as declined.

To mark an estimate as declined:

Mark as Declined

Import Estimates

Another way to add estimates in Zoho Books is to import them. You can import estimates you have in your system in the CSV, TSV or XLS format.

To import estimates:

Import Estimates Select File Map Fields Map Fields

Next >
Customize Estimate

Related >

Negotiate deals and create estimates instantly with estimate management software Zoho Books.

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