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Quotes - Overview

The Quotes module in Zoho Billing helps you create and manage price quotations for goods or services you offer to your customers. Using this module, you can track quote statuses, monitor approvals, and convert accepted quotes directly into invoices or subscriptions, keeping your billing workflow consistent and accurate.

Quotes play an important role in the early stages of a sale, they set clear expectations on pricing, scope, and terms, and provide customers with a formal price commitment before any transaction takes place. A well-managed quoting process reduces back-and-forth with customers, minimizes billing disputes, and ensures the final invoice accurately reflects what was agreed upon.

Beyond communicating pricing, quotes are essential for maintaining a structured and auditable sales process. A well-managed quoting process reduces back-and-forth with customers, minimizes billing disputes, and ensures that the final invoice accurately reflects what was agreed upon.

Table Of Contents

Understanding Quotes

Learn about the two types of quotes in Zoho Billing, standard quotes and subscription quotes, along with their fields and the lifecycle a quote follows from creation to conversion.

Subscription Quotes

Create, manage, and convert subscription quotes that include plans, addons, and coupons, and convert them into active subscriptions once accepted.

Managing Quotes - Other Actions

Create, share, approve, convert, and perform bulk operations on quotes, including emailing, cloning, exporting, and customizing quote PDFs.

Quote Preferences

Configure quote settings such as editing accepted quotes, automating conversions, enabling progress invoicing, setting up approvals, and customizing fields.

Progress Invoice

Invoice customers in installments as work is completed by splitting an accepted quote into multiple invoices tied to milestones or custom amounts.