
Other Actions for Quote
ON THIS PAGE
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:
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 Books 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 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.

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