Set the right expectations with professional-looking quotes. Every bit of information, from terms and conditions to customer notes, can be captured with ease.
Send professional quotes
Choose your favorite theme from our template gallery, and make it your own before you send it to a client.
Turn quotes into invoices
Once you get your client's approval of a quote, convert it into an invoice without having to re-type the information.
Track your quotes
The Quote History section lets you keep track of the discounts, note changes, and monitor interactions with your customers.
Easy access to quotes
Invite your clients to the Customer Portal, so they can accept or decline quotes, make advance payments, and share their comments.
Get quotes signed
Use our Zoho Sign integration to get quotes digitally signed by your customers. Put your client's mind at ease with a more secure approval process, and get tangible proof of your deals with them.
Frequently Asked Questions
How can I share quotes with my clients?
Zoho Invoice lets you share the invoice to your customers via email or through the customer portal.
How can I customize my quotes?
Zoho Invoice offers a gallery of templates that lets you customise your quotes depending on your requirement. You can choose a template of your choice and tailor it to suit your brand.
How can I create a project from a quote?
Once you create and send the quote, you can choose the 'Create Project' option from the drop down and create projects directly, in a click.
Get your questions answered
If you are stuck, reach out to us at firstname.lastname@example.org at any time. We would love to help.Contact Us
Register for a webinar
There's a weekly webinar to show you around Zoho Invoice and answer some of your questions.Register