Set the right expectations with professional-looking estimates. Every bit of information, from terms and conditions to customer notes, can be captured with ease.
Send professional estimates
Choose your favorite theme from our template gallery, and make it your own before you send it to a client.
Turn estimates into invoices
Once you get your client's approval of an estimate, convert it into an invoice without having to re-type the information.
Track your estimates
The Estimate History section lets you keep track of the discounts, note changes and monitor interactions with your customers.
Easy access to estimates
Invite your clients to the Client Portal, so they can accept or decline estimates, make advance payments and share their comments.
Get estimates signed
Use our Zoho Sign integration to get estimates digitally signed by your customers. Put your client's mind at ease with a more secure approval process, and get tangible proof of your deals with them.
Frequently Asked Questions
How can I share estimates with my clients?
Zoho Invoice lets you share the invoice to your customers via email or through the client portal.
How can I customize my estimates?
Zoho Invoice offers a gallery of templates that lets you customise your estimates depending on your requirement. You can choose a template of your choice and tailor it to suit your brand.
How can I create a project from estimate?
Once you create and send the estimate, you can choose the 'Create Project' option from the drop down and create projects directly, in a click.
Get your questions answered
If you are stuck, reach out to us at firstname.lastname@example.org at any time. We would love to help.Contact Us
Register for a webinar
There's a weekly webinar to show you around Zoho Invoice and answer some of your questions.Register