Zoho Invoice


United States
United Kingdom
Saudi Arabia
United Arab Emirates

Other Actions for Quote

There are a host of actions that you can perform upon a quote in Zoho Invoice.

Edit Quote

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

Mark as Sent

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

Send Quote to Customer

Usually, when you create a quote, 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:

Download Quote

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

Clone Quote

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

Attach Files to Quote

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

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 Invoice account.

You can Download, Delete, or Remove the files by clicking the options below the uploaded files.


  • If you Delete a file, it will be permanently deleted from your account.
  • If you Remove a file, it will be removed from the transaction but will still be present in your documents tab.

Print Quote

To print a quote:

Filter Quotes

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

Custom Views

You can filter your quotes based on the criteria you specify. Here’s how:

Associate Project

You can associate a project to a quote when you are creating one. Here’s how:

To view the project associated with the quote:

Bulk Update

In Zoho Invoice, you can perform an action upon multiple quotes. This is possible through bulk updates. Here’s how:

Export Quotes

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

Renaming Estimates to Quotes (for Organizations Created Before May 1, 2023)

In Zoho Invoice, organisations created before May 1, 2023, have Estimates as the module name, while organisations created after this date have Quotes as the module name. If the module name was Estimates in your organisation and you’ve renamed it to Quotes through the displayed pop-ups, the following will not be changed:

If required, you can update them manually.

Update the Document’s Title in PDF Templates

The document title of the transaction in PDF Templates will still be Estimate. If you want to change it, you have to update it manually in each PDF template for Quotes. Here’s how:

The document’s title in the PDF template will now be changed to Quote.

Update the Transaction Prefix

Here’s how you can update the transaction prefix:

With this, the new quotes you create will have the prefix that you’ve entered.

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