Create well-crafted business quotes, ensure transparency by negotiating the terms, and close deals faster with Zoho Invoice, the free invoice and estimate software.
Generate detailed quotes, attach additional documents, and set expiry dates so that customers can review and approve them quickly.
Give your customers the power to accept, decline, or negotiate the terms of your quotes directly through a secure customer portal.
Quickly convert accepted quotes to invoices in a single click. You can either manually do this or automate the entire process with Zoho Invoice.
Automate payment reminders to send friendly reminders to your customers about their upcoming payments.
Create a quoteMonitor whether your quote has been viewed, accepted, or declined and track customer interactions using Zoho Invoice.
Include signed contracts, action plans, timesheets, or delivery details while sending quotes to your customers.
Integrate with Zoho Sign so you and your customers can sign quotes while sending and accepting them.
Being able to send invoices and payment reminders with the click of a button has dramatically reduced my time behind the desk. Now, I am able to do more for my customers.
It's an easy app to have with me at all times on my phone, as well as my computer's browser. Its easy-to-use interface on the phone app makes it an excellent small business tool.
When a customer says 'You did such a great job 5 years ago and I want to work with you again. Do you remember me?' I can say I do, thanks to Zoho Invoice. It makes the customer experience first class!
Is it possible to create a proforma invoice?
Yes, you can. The Quotes module in Zoho Invoice has features that allow you to create these.
Can I check whether my customer has viewed the quote or not?
Yes, if you have created a quote using Zoho Invoice and given your customers access to the customer portal, you can check whether your quotes have been viewed by your customers.