## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/us/books/help/llms.txt

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

# Quote Preferences

To configure preferences for the Quotes module:

*   Go to **Settings** on the top right corner of the page.
*   Select **Quotes** under _Sales_.

## Enable Editing of Accepted Quotes

By default, you cannot edit quotes that have been accepted or marked as accepted. However, you can enable the option to edit these quotes. Here’s how:

*   In the _General_ tab, check **Allow editing of accepted quotes**.
*   Scroll down and click **Save**.

Now, once you enable editing of accepted quotes, you can go to the quote details page, click **Edit**, and make necessary changes to an accepted quote.

**Note:** Changes made to an accepted quote will not affect its status; it will remain marked as accepted.

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## Allow Customers to Accept or Decline Quotes via Public Link

By default, customers cannot accept or decline quotes through a shared link. You can enable this option to allow them to accept or decline quotes via a public link you send in the email. Here’s how:

*   In the _General_ tab, check **Allow customers to accept or decline the quotes via a public link**.
*   Scroll down and click **Save**.

Now, when you share the link with customers through the [Share Quote Link](/us/books/help/quote/other-actions.html#share-quote-link-with-customers) option they accept or decline the quotes through the public link.

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## Set Options to Convert Accepted Quotes to Invoices

You can select some options to automate the process of converting quotes to invoices and sending them to customers. Here’s how:

*   In the _General_ tab, under _Automate accepted quotes to invoices conversion_, select any one of the following options based on your preference:
    *   **Don’t convert accepted quotes automatically:** Select this option if you do not convert the quote to an invoice automatically.
    *   **Convert accepted quotes to draft invoices:** Choose this option to convert the accepted quote to a draft invoice automatically.
    *   **Convert accepted quotes to invoices and email it to the customer:** Select this option to convert the accepted quote to an invoice and send it to the customer automatically.
*   Scroll down and click **Save**.

**Note:** To enable **Progress Invoicing**, you’ll need to set the option for automatically converting accepted quotes to invoices to **Don’t convert accepted quotes automatically**, since both options cannot be active at the same time.

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## Hide Zero-value Line Items

**Warning:** This setting does not apply to quotes with a total value of zero.

If your quote contains line items with zero value, you can choose to hide them in the quote’s _PDF_ or in the _Customer Portal_. These line items will still be visible when viewing or editing the quote. Here’s how:

*   Under _General_, enable the option **Hide zero-value line items** under _Zero-value line items_.
*   Scroll down and click **Save**.

Now, zero-value line items are hidden in the quote’s **PDF** and **Customer Portal** but remain visible when you view or edit the quote.

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## Retain Selected Fields When Converting Quotes to Sales Orders or Invoices

To retain the additional fields you’ve added to a quote when converting it into a sales order or Invoice:

*   In the _General_ tab, scroll down and check the following fields:
    *   **Customer Notes:** Select this option to retain this field in the _Sales Order_ or _Invoice_.
    *   **Terms and Conditions:** Select this option to retain this field in the _Sales Order_ or _Invoice_ into which you convert your quote.
    *   **Address:** Select this option to retain the billing and shipping addresses from your quote in the _Sales Order_ or _Invoice_ you create from the quote.
*   Click **Save**.

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## Approvals in Quotes

You can set up approval workflows for quotes. You can choose from **No Approval**, **Simple**, **Multi-Level**, and **Custom Approval** types based on your business requirements. Learn more about [Approvals](/us/books/help/transaction-approval/configure-approvals.html).

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## Fields in Quotes

You can create new fields for the Quotes module and assign different data types for each of them. Learn more about [Fields](/us/books/help/settings/customization/custom-fields.html).

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## Validation Rules in Quotes

You can create rules to set restrictions on the data being recorded. Read our help document to learn more about [Validation Rules](/us/books/help/settings/customization/validation-rules.html).

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## Record Locking in Quotes

You can lock quote records to prevent unauthorized changes after they reach a specific status. Learn more about [Record Locking](/us/books/help/settings/customization/record-locking.html).

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## Buttons in Quotes

You can create new buttons in the Quotes module that either execute actions using deluge scripts or open external URLs when clicked. Learn more about [Buttons](/us/books/help/settings/customization/custom-buttons.html).

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## Related Lists in Quotes

You can view data from both the app and third-party services with _Related Lists_, making it easy to cross-reference information from different sources. Read our help document to learn more about [Related Lists](/us/books/help/settings/customization/related-lists.html).