Other Actions for Estimate

There are a host of actions that you can perform upon an estimate in Zoho Books.


Edit Estimate

You can change or update the details of your existing estimate. Here’s how:

Edit Estimate

Mark as Sent

If you have an estimate in the Draft status, you can mark it as sent to make the estimate active. Here’s how:

Mark as Sent

Send Estimate to Customer

Usually, when you create a estimate, 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:

Mail Estimate

Download Estimate

You can download your estimate as a PDF. Here’s how:

Download Estimate

Clone Estimate

If you want to create a estimate with the same details as an existing one, you can choose to clone it rather than create a new estimate. Here’s how:

Clone Estimate

Attach Files to Estimate

You can attach up to 5 files for each estimate. The size limit for each file is 5 MB. To attach files to your estimate:

Upload options

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:

Attach Files

Print Estimate

To print an estimate:

Print Estimate

Filter Estimates

You can filter estimates based on their status. Here’s how:

Filter Estimates

Custom Views

You can custom filter your estimate. Here’s how:

Custom Views

Associate Project

You can associate a project to a sales order when you are creating one.

To view the project associated to the sales order:

Associate Project

Bulk Update

In Zoho Books, you can perform an action upon multiple estimates. This is possible through bulk updates.

To use this feature:

Select Estimates Bulk Update

Export Estimates

You can export all your estimates in Zoho Books in the CSV, XLSX or the XLS format. Here’s how:

Export Estimate Verify Export

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