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More with Quotes

You can do a lot more in the Quotes module of Zoho Invoice. You can send quotes as snail mail, share a quote as a link, clone quotes, add comments and more.

Zoho Invoice enables you to share a quote as an URL/link to your customers. Your customers will be able to view their quote by simple accessing the URL.

To share an invoice as a link:

Marking a Quote as Sent

A quote will be marked as sent as soon as you send it to your customer. However, if haven’t sent the quote as an email but would like to mark the quote as sent, you can do so.

Insight: Only a quote in Draft state can be marked as sent.

To mark a quote as sent:

  1. Go to Quotes on the left sidebar or press shift + e to instantly navigate to the Quotes module.
  2. Select the draft quote you wish to mark as sent.
  3. Click the More dropdown and select Mark as Sent.

Immediately, the quote will be marked as sent.

Marking a Quote as Accepted or Declined

Your customers can accept or reject your quote. If your customers have Customer Portal enabled for them, they can accept or decline quotes through the portal and the quotes will be automatically marked as Accepted or Declined in Zoho Invoice. If your negotiations with customer is via mail or some other channel, you can mark a quote as accepted or declined in Zoho Invoice as soon as they accept or decline it.

To mark a quote as Accepted or Declined:

  1. Go to Quotes on the left sidebar or press shift + e to instantly navigate to the Quotes module.
  2. Select the quote you wish to mark as accepted or declined.
  3. Click the More dropdown and select Mark as Accepted or Mark as Declined.

Cloning Quotes

You can create a duplicate copy of a quote by cloning it. As soon as you clone, it will be open as a new quote with the fields auto-populated with information from the previous quote.

To clone a quote:

  1. Go to Quotes on the left sidebar or press shift + e to instantly navigate to the Quotes module.
  2. Select the quote you wish to clone.
  3. Click the More dropdown and select Clone. Immediately, a new quote creation page opens with data auto-populated from the previous quote.
  4. Edit the quote and click Save as Draft or Save and Send.
    OR
  5. Click Cancel to cancel cloning.

Deleting Quotes

Quote can become obsolete when customers do not respond and you would want to delete them.

To delete a quote:

  1. Go to Quotes on the left sidebar or press shift + e to instantly navigate to the Quotes module.
  2. Select the quote you wish to delete.
  3. Click the More dropdown and select Delete.
  4. Click OK in the following pop-up to confirm your action.

Warning: Any quote that you delete cannot be retrieved again.

Adding Comments to a Quote

You can add comments to a quote to record any important information relating to it which might help you in the future while you refer.

To add a comment:

  1. Go to Quotes on the left sidebar or press shift + e to instantly navigate to the Quotes module.
  2. Select the quote to which you want to add a comment.
  3. Click the + Add Comment text above the quote and type your comment.
  4. Mark the Display in Customer Portal option, if you’ve enabled Customer Portal for your customer and want to display the added comment in it.
  5. Click Add Comment.

Exporting Quotes

If you want to store a copy of all the quotes separately, you can do that easily by exporting the quotes. You can export them in either CSV (Comma Separated Values) or XLS (Excel Spreadsheet) formats.

To export quotes:

Insight: You can export a maximum of 25,000 rows at a time. If the data in your quote exceeds this limit, you can export it in multiple attempts.

Bulk Actions

You can perform an action over a lot of quotes at a single attempt in Zoho Invoice. You can mark them as sent, download them as PDF, print them or delete them in bulk in Zoho Invoice.

Marking Quotes as Sent

To mark quotes as sent:

  1. Go to Quotes on the left sidebar or press shift + e to instantly navigate to the Quotes module.
  2. Select the draft quotes that you want to mark as sent.
  3. Click Mark as Sent at the top to mark all the selected quotes as sent.

Downloading Quotes as PDF

To download quotes in PDF:

  1. Go to Quotes on the left sidebar or press shift + e to instantly navigate to the Quotes module.
  2. Select the quotes that you want to download as PDF.
  3. Click the PDF icon at the top or press alt + d to download the selected quotes.
  4. Choose an appropriate location and save them to your device.

Printing Quotes

To print quotes in bulk:

  1. Go to the Quotes module in the left sidebar or press shift + e to instantly navigate to the Quotes module.
  2. Select the quotes that you want to print.
  3. Click the Print icon at the top or press alt + p to print the selected quotes.
  4. Configure the print settings and click Print.

Deleting Quotes

Warning: The quotes that you delete cannot be retrieved again.

To delete quotes in bulk:

  1. Go to Quotes on the left sidebar or press shift + e to instantly navigate to the Quotes module.
  2. Select the quotes that you want to delete.
  3. Click Delete at the top.
  4. Finally, Click OK to confirm the action.

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