How do I create a project estimate and share it with my customer?

Zoho Books lets you create and send a quote/estimate for a job to your customer. To do this, you will have to create an estimate and associate it to the project. Here’s how:

  • Go to Time Tracking > Projects.
  • Select the project for which you want to create an estimate.
  • Click New Transaction from the top right corner of the page.
  • Select Create Estimate.
  • Enter all the necessary details.

Insight: In the new estimate page, you can include tasks by clicking the Include Tasks button at the bottom of the page.

  • Click Save.

Pro Tip: You can add the number of hours in the quantity field and the cost in the rate field of the item table.

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