Introduction - Quotes
Last updated
Last updated
A quote is a proposal that you send to your customers which details all the items and their prices that you are planning to sell to them. After your customer accepts the quote, it can be converted to its subsequent sales order or an invoice.
To create a quote in Zoho Books:
Go to Sales and select Quotes.
Click + New on the top right corner of the page.
After clicking New you will see the screen above, select a customer and a warehouse then click Submit.
On this screen you will be able to add your products and services, then email the quote to your customer.
