Zoho Books Quotes
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.
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 business performance. You can track the profit and loss for different periods with a clear breakdown of operating and non-operating expenses, all in one place.
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.
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.
