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Other Actions for Estimate
There are a host of actions that you can perform upon an estimate in Zoho Books.
- Edit Estimate
- Mark as Sent
- Send Estimate to Customer
- Download Estimate
- Clone Estimate
- Attach Files to Estimate
- Print Estimate
- Filter Estimate
- Associate Project
- Bulk Update
- Export Estimates
Edit Estimate
You can change or update the details of your existing estimate. Here’s how:
- Go to Sales > Estimates.
- Select the estimate that you want to edit.
- Click the Edit button in the top right corner of the page.
- Make the changes and save the estimate.
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Mark as Sent
If you have an estimate in the Draft status, you can mark it as sent to make the estimate active. Here’s how:
- Go to Sales > Estimates.
- Select the estimate (in the Draft status) that you want to mark as sent.
- Click More > Mark as Sent.
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Send Estimate to Customer
Usually, when you create a estimate, you would have saved it as a draft or sent it to your customer right away.
If you have saved it as a draft, you can send it to your customer manually. Here’s how:
- Go to Sales > Estimates and select the estimate you want to send.
- Click the Mail icon in the right side of the page.
- Go through the template and click Send.
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Download Estimate
You can download your estimate as a PDF. Here’s how:
- Go to Sales > Estimates and select the estimate you want to download.
- Click the PDF icon in the right side of the page.
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Clone Estimate
If you want to create a estimate with the same details as an existing one, you can choose to clone it rather than create a new estimate. Here’s how:
- Go to Sales > Estimates.
- Select the estimate which you want to void.
- Click More > Clone.
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Attach Files to Estimate
You can attach up to 5 files for each estimate. The size limit for each file is 5 MB. To attach files to your estimate:
- Go to Sales > Estimates and select the estimate for which you want to attach the file(s).
- Click the Attach icon in the top right corner of the page.
- Select your upload option:
Upload options
Options | Description |
---|---|
Drag & Drop | Upload files from your system. |
Cloud | Upload files from your cloud account. |
Documents | Upload files from documents saved in your Zoho Books account. |
You can Download, Delete or Remove the files by clicking the options below the uploaded files.
Note:
- If you Delete a file, it will be permanently deleted from your account.
- If you Remove a file, it will be removed from the transaction but will still be present in your documents tab.
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Print Estimate
To print an estimate:
- Go to Sales > Estimates and select the estimate you want to print.
- Click the Print icon in the right side of the page.
- Check the preview and click Print.
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Filter Estimates
You can filter estimates based on their status. Here’s how:
- Go to Sales > Estimates.
- Click the All Estimates drop-down in the top of the page.
- Select the estimate status to filter accordingly.
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Custom Views
You can custom filter your estimate. Here’s how:
- Go to Sales > Estimates.
- Click the All Estimates drop-down in the top of the page.
- Select + New Custom View.
- Fill in the criteria and select the column preferences.
- Save the custom view.
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Associate Project
You can associate a project to a sales order when you are creating one.
To view the project associated to the sales order:
- Go to Sales > Estimates.
- Select the estimate for which you have associated the project.
- Click the Projects tab.
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Bulk Update
In Zoho Books, you can perform an action upon multiple estimates. This is possible through bulk updates.
To use this feature:
- Go to Sales > Estimates.
- Select the estimates which you want to update.
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- Click Bulk Update on top of the page.
- Select the field you want to update and enter the value.
- Click Update.
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Export Estimates
You can export all your estimates in Zoho Books in the CSV, XLSX or the XLS format. Here’s how:
- Go to Sales > Estimates.
- Click the Hamburger icon in the top right side of the page.
- Select Export Estimates.
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- Select the format of the export under Export As, and fill in the other necessary fields.
- Click Export.
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