Get Quotes Out Fast & Convert Faster

Generate professional, accurate quotes in minutes and send them to clients — then track their status and convert accepted quotes directly into invoices or sales orders. Streamline your sales workflow, reduce manual effort, and close deals faster.

Create Professional, Customized Quotes in Minutes
Instant Quote Delivery & Secure Sharing
Track Quote Status with Full Visibility
Seamless Conversion from Quote to Invoice or Sales Order
Better Sales Insights & an Organized Workflow

Powerful Quote Management — From Estimate to Invoice in Minutes

With ZYNO Books’ robust quote management, you can create professional, customized quotes instantly, manage and track their status, and convert approved quotes into invoices or sales orders seamlessly — helping you streamline sales workflows and close deals faster.

File Attachments & Contextual Details

Attach supporting documents — spec sheets, pricing breakdowns, images or PDFs — to each quote, giving customers all necessary context in one place.

Quote Status Tracking & Automated Follow-ups

Monitor whether a quote is open, viewed, accepted, declined, or expired. Set automated reminders and follow-ups so no opportunity slips through.

Instant Quote Creation & Delivery

Generate quotes in minutes and send them to customers via email or a secure client portal without leaving the platform.

Customisable Quote Templates & Branding

Design quotes that reflect your brand identity — include company logo, custom fields, itemised pricing, taxes, discounts, shipping charges, and terms & conditions.

One-Click Conversion: Quote â†’ Invoice or Sales Order

Once a quote is accepted, convert it directly into an invoice or sales order without re-entering data, reducing errors and speeding up billing.

Bulk Actions & Multi-quote Management

Handle multiple quotes at once — filter by customer, amount, status; apply bulk actions (export, print, send, delete) to manage quoting workflow efficiently.

Quote Reporting & Sales Insights

Generate quote history reports showing number of quotes sent, accepted, conversion rate, and outstanding quotes — helping you analyse sales performance and improve pricing or follow-up strategy.

Customer Portal for Quote Approval & Collaboration

Allow customers to securely view, accept or decline quotes via a portal — facilitating faster approvals and reducing back-and-forth communication.

Explore ZYNO Books Quote Modules — Streamline Every Step

Discover the powerful modules within ZYNO Books Quote Management that simplify every stage of your quoting process. From creating professional quotes to tracking their status, collaborating with clients, and converting approvals into invoices, these modules help you manage quotes efficiently, gain actionable insights, and accelerate your sales workflow.

Quote Creation & Customisation Module

Design professional, branded quotes effortlessly using customizable templates, line-item pricing, taxes, discounts, and attachments. Tailor each quote to your client’s needs and ensure a consistent, polished presentation every time.

Instant Delivery & Customer Portal Module

Send quotes instantly via email or a secure client portal, allowing customers to view, approve, or provide feedback quickly. Improve response times and streamline communication for faster deal closures.

Quote Tracking & Status Management Module

Monitor every quote in real time, tracking whether it’s open, accepted, declined, or expired. Automate follow-ups and reminders to ensure no sales opportunity is missed.

Quote Conversion & Invoice Automation Module

Convert approved quotes into invoices or sales orders with a single click, eliminating manual entry and reducing errors. Streamline your billing process and accelerate revenue generation.

Bulk Management & Workflow Module

Manage multiple quotes efficiently with bulk actions, filters, exports, printing, and cloning options. Organize your quoting workflow to save time and improve team productivity.

Analytics & Reporting Module

Gain actionable insights from detailed quote history, conversion rates, and performance reports. Use this data to optimize pricing strategies, forecast sales, and enhance overall business decisions.

What Makes ZYNO Books the Smart Choice for Quotes

ZYNO Books empowers your business with a seamless, AI-enabled quoting solution that saves time, improves accuracy, and accelerates sales. From creating professional quotes to tracking approvals and converting them into invoices effortlessly, our platform ensures smarter workflows, better insights, and faster revenue generation.

AIâ€‘Enabled Quote Management for Efficiency

ZYNO Books leverages AI to create, customize, and deliver professional quotes in minutes, reducing manual effort and accelerating your sales workflow. With smart automation, you can track quote status, send follow-ups, and convert approvals into invoices seamlessly.

Streamlined Sales Workflow & Secure Customer Collaboration

Manage all your quotes in one place with bulk actions, filters, and secure customer portals. Enable clients to view, approve, or decline quotes instantly, improving communication and closing deals faster.

Actionable Insights & Performance Analytics

Gain deep visibility into your quoting process with detailed reports on quote history, conversion rates, and sales performance. Use these insights to optimize pricing strategies, forecast revenue, and make smarter business decisions.

Intuitive Dashboard for Complete Quote Oversight

The ZYNO Books dashboard provides a real-time view of all your quotes, enabling you to track, manage, and act on opportunities efficiently. With visual insights and easy navigation, you can monitor performance, prioritize follow-ups, and make data-driven decisions with ease.

Real-Time Quote Tracking

Visual Analytics & Performance Metrics

Quick Actions & Seamless Navigation

Frequently Asked Questions (FAQs)

faq

Absolutely. Once a quote is approved, ZYNO Books allows you to convert it into an invoice or sales order with a single click, reducing manual errors and speeding up billing.

Quotes can be sent instantly via email or through a secure customer portal. You will also receive notifications when a client views or responds to a quote, enabling faster approvals.

With ZYNO Books, you can monitor each quote in real time—whether it’s open, accepted, declined, or expired. Automated reminders and follow-ups ensure no sales opportunity is missed.

Yes, you can create fully branded and customizable quotes with itemized pricing, taxes, discounts, shipping costs, terms, and notes. Templates can be personalized for every client to maintain a professional look.

ZYNO Books Quote Management is an AI-enabled software that helps you create, send, and track professional quotes efficiently. It allows you to convert approved quotes into invoices or sales orders seamlessly, streamlining your sales workflow.

Grow Your Business with ZYNO Books