time-tracking

How do I create a project quote and share it with my customer?

To create a quote for a project:

  • Go to Time Tracking on the left sidebar and select Projects.
  • Select the project for which you want to create a quote.
  • Click New Transaction in the top right corner and select Create Quote from the dropdown. You’ll be redirected to the New Quote page.
  • Enter the necessary details.
  • Click Save.

Insight: You can include tasks by clicking Include Tasks below the Item Table section.

Pro Tip: You can add the number of hours in the Quantity field and the cost in the Rate field of the item table.


Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account

Books

Online accounting software
for small businesses.