Quotes
- How do I provide default customer notes, terms & conditions on my quotes? How do I retain these on the converted invoice?
- Is it possible to automatically convert the quotes accepted by my customers to invoices?
- How do I check if my customer has viewed the quote that I’ve sent them?
- How do I change my customer’s billing and shipping address in a quote?
- How do I add custom fields to quotes?
- How do I include the Tax Authority and Tax Exemptions while importing transactions into Zoho Books from Zoho Invoice?
- Is it possible to convert a quote into an invoice using Zoho Books API?
- How do I convert a sent quote into a draft?
- Is there a method to convert multiple quotes into a single invoice?
- How do I hide the pricing details on the transaction PDF when converting a quote into a sales order?
- How do I attach the PDF of a quote while sending an email to my customer?
- Why am I unable to convert quotes into sales orders or invoices?
- How do I update the expiration date of a quote?
- How can my customers accept or decline the quotes I send them?
- How do I hide a quote in the customer portal?
- How do I deactivate the quotes module in the customer portal?
- How do I group items based on categories while creating a quote?
- How do I track and view the changes made to a quote and who made them?
- How do I prevent users from changing item prices on quotes?
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