Estimate management for accounting software

Experiencing complexities in creating estimates are a thing of the past! With Zoho Books, create professional estimates and convert them into invoices in no time.

Easily create estimates

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Create powerful estimates in minutes inside Zoho Books using the contact information that is existing. Send professional proposals to your customers as you win the deals.

 

  • Import estimates from your devices.

  • Improve the quality by attaching relevant files.

  • Send the estimates directly to the customer, or even download a PDF copy. 

  • Make changes to the existing estimates.

Customize estimates to reflect brand

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Boost your branding by creating templates that show who you are. Choose from a wide range of templates in Zoho Books, or start creating from scratch; both ways Zoho Books offers multiple customizable options.

 

  • Choose a template and even further edit it. 

  • Make use of the different properties that allows you to make changes to the header, footer, etc.

  • Improve branding with relevant background images.

Add a layer of security with e-signatures

Avoids confusions in a team, by creating a layer of approval system. The powerful integration with Zoho Sign allows one to digitally sign an estimate before sending it to the customers.

Real time collaboration

Bring your team and customers under one roof, using Client Portals in Zoho Books. You can quickly make decisions and agree with your clients in real time.

Stay ahead of new updates

Boost your branding by creating templates that show who you are. Choose from a wide range of templates in Zoho Books, or start creating from scratch; both ways Zoho Books offers multiple customizable options.

 

  • Choose a template and even further edit it. 

  • Make use of the different properties that allows you to make changes to the header, footer, etc.

  • Improve branding with relevant background images.

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Convert estimates into invoices

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Simplify your billing procedures by turning Zoho Books estimates into invoices in a click. This saves time and costs, and quickly delivers invoices to clients as soon as they accept the estimates.

Managing estimates easier is just a click away