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

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

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

# Customize Quote

Do you want to change the way your quote looks? You can do it through quote templates. You can customize your quote in two steps:

*   **Select Template**: Choose the overall look of the quote (Template).
*   **Customize Template**: Edit fields within the template.

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### Select Template

A template gives you an outlook on how your quote might look. It consists of fields and information which are displayed in a particular order.

To choose a quote template:

*   Go to **Settings** and select **Templates**.
*   Select **Quotes** in the left menu.
*   Click **\+ New** on the right side of the page.
*   Have a preview of all the templates by clicking **Preview Template**.
*   Hover and click **Use This** once you’ve selected the template.
*   Select the **Template Language** and click **Use This** again.

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### Customize Template

Once you’ve [selected a template](/sa/billing/help/quote/customize-quote.html#select-template), you can edit and modify the fields inside it. Here’s how:

*   Go to **Settings** and select **Templates**.
*   Select **Quotes** in the left menu.
*   Click **Edit** on the template you selected earlier.
*   Make all the required changes.
*   Click **Save**.

Once you make changes in the template, you can view them (on the right side of the page) by clicking **Preview** on the bottom of the page.

You can also make changes to the template directly from the quote. Here’s how:

*   Go to **Sales** and select **Quotes**.
    
*   Select the transaction for which you want to edit the template.
    
*   Hover over the quote on the top right side and click the **Customize** dropdown.
    
    **Note:** You can view the quotes settings by going to \*\*Settings\*\* > \*\*Preferences\*\* > \*\*Quotes\*\*. You can also add \*\*Custom Fields\*\* and \*\*Custom Buttons\*\* in this page.
    

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