With Xero, it’s easy to prepare professional online quotes and estimates. Then send them instantly from your Xero desktop software or accounting app, and turn accepted quotes into invoices. Simple. Agreeing the price of a project with your customer is easier with Xero.

To change what your customers see, customise quotes using an invoice template. In the Contact field, start typing a contact’s name to select an existing contact, or click Create [contact name] as a new contact to add a new one. Complete the quote fields with the relevant details for the quote. Item field, select an item from your inventory.

Customise quotes by changing the numbering sequence, setting up branding themes or creating email templates. Before you start using quotes in Xero, you may want to set up or update some settings to suit your business: Change the automatic numbering sequence of …

Download a free quote template (instructions included). Just fill it out, send it off, and be in the running for that next job. Get started.

In Xero Projects, create a project quote for your customer. Quote for tasks and estimated expenses or a project amount. If you have the projects admin or projects standard user role, you can create a quote for an existing project. Quotes are flexible, for example you can create them: There are two types of quote you can add to a project.

Xero enables you to produce professional-looking quotes on the spot, streamline your sales process with templates, manage your quotes and see their status at a glance, and convert quote into an invoice with a tap of button. Here is our in-depth video tutorial, that will help you to create and effectively manage quotes in Xero: 1.

Aug 31, 2020 · By using Quotes in Xero, you can email clients quotes and they can accept with the click of a button. As with many other features in Xero, online quotes are simple to use. Let’s see how. From the Dashboard, navigate to the Business menu and select Quotes. In this overview screen, you can quickly find any draft, sent, accepted, or expired quotes.

May 24, 2022 · Sending a quote is often the first digital interaction you have with a potential customer, so it’s important to make the right impression. We’ve made it easy in Xero – you can create a beautiful online quote in minutes, get customers to accept it on the spot, and quickly convert it into an invoice.

Aug 29, 2018 · Getting started with Xero quotes is as easy as navigating to the Sales section using your computer or mobile device. Then click the ‘New’ button to start a new quote. At the top of the page you will enter the customer’s name, the date of the quote, the date the quote expires, and a quote number if applicable.

Feb 16, 2015 · Xero’s Head of Accounting, James Solomons, offers the following tips to help you prepare and create quotes that get accepted: 1. Ensure your sales quotes are properly constructed. A sales quote is often the first impression of your business that you give to prospective clients.