Create, send, and track quotes with ease

From initial enquiry to final approval, streamline your sales process with professional quotes. Zoho Books helps you create a quote, send it to your customer, track its status, and convert it into an invoice — without switching tools.

Create, send, and track quotes with ease
Create, send, and track quotes with ease

The basics

Make quote creation a breeze

Draft quotes tailored to every customer

Build quotes that reflect your offering clearly. Add itemized pricing, taxes, terms, discounts, shipping costs, and notes—all within a branded layout. Whether it's a one-time job or a recurring service, you can generate accurate and professional quotes in minutes.

Track quote status and follow up

Get a complete overview of your sent quotes. Know whether they're open, accepted, declined, or expired. Set automated reminders and follow up quickly—so no opportunity slips through the cracks.

Send quotes instantly

Email your quotes directly from the platform or share them via a secure client portal. You'll be notified when a customer views or responds to your quote, helping you take timely action.

The Conversion

From quotes to invoicing

Convert quotes into invoices or sales orders

Once a quote is approved, turn it into an invoice or sales order—no need to re-enter the details. This reduces manual errors and accelerates your invoicing process.

Speed up quote approvals

Simplify how your customers approve or decline quotes. Enable real-time discussions and reduce the back-and-forth through a self-service portal designed for faster quote approvals.

Work smarter with quoting software

Use built-in quoting tools to manage multiple quotes, apply bulk actions, or filter by customer, amount, or status. Whether you're creating estimates for projects or quoting for individual sales, Zoho Books helps you stay organized.

Simplify accounting

More features to transform your accounting

Collaboration

Work as a team, bring stakeholders onboard with Zoho Books’s collaboration features.

Customer portal

Offer a dedicated portal for your customers to view your quotes, invoices, sales orders, and account statements.