Quoting software for your small business with Xero US
Want to win the work faster? Use Xero’s online software to create and send professional quotes. Check if a customer has accepted a proposal or needs a nudge. And do this admin on your mobile when you get a spare minute in the day.
Pay your bills at no extra cost
Free standard ACH bill payments are now included in Xero business plans.*
Online quotes made simple
Agreeing the price of a project with your customer is easier with Xero US.
Create quotes in less time
Add your business brand and details to a template. Then duplicate each time for speedy admin.
Make it a breeze for customers
They just click Accept and leave a comment if they like – giving them minimal steps.
Convert quotes to invoices with a click
Instead of creating an invoice from scratch, just convert the quote. A fast and accurate workflow!
Create professional quotes in minutes
Xero’s quoting software gives your US business a smooth workflow. After you’ve created a new quote or estimate, Xero automatically calculates the sales and local taxes for you. And if you’re away from your desk, you can do the admin on your phone in the Xero Accounting app.
- Use Xero’s templates or duplicate old quotes to create new ones
- Autofill the contact address and info, inventory items, and prices from saved details
- Email customers a PDF or share a secure online quotation link
Track the status of your quotes
Keep on top of all your proposals so you always know what’s next. The quote you sent last week? Check Xero to see if it’s been accepted and, if not, nudge your customer. That rejected estimate? Get any feedback and then revise and resend in the same slick system.
- Track the status of each quote or estimate: draft, sent, accepted, or declined
- Instantly get notified when a customer accepts or declines
- Confidently revise and resend quotes there and then
Convert quotes to invoices with one click
You’ve won the work! Now hop into Xero software to turn your quote into an invoice in a few quick steps.
- Find the relevant estimate or quote in your cloud-based records
- Tap Create and then add, edit, or remove items as needed
- Send to your customer on the spot – and increase the chances of getting paid on time
All your financial admin in one place
Xero gives you a joined-up system for your small business’s financial admin – from supporting your quotes to organizing your expenses and sales taxes for the financial year-end.
- Connect your bank accounts so your transactions flow into Xero
- Work with your accountant on your latest numbers in real time
- Manage your quotes, estimates, invoices, and other admin from anywhere
Xero quote software saves you time and money
The tools help you nail the admin and get back to business.
Faster project quotes
Save precious minutes every time you send quotes and estimates
Fewer errors
Skip the typing! Let Xero’s autofill tool and calculations help keep your records accurate
A slick system
Wherever you are, check the status of quotes and convert them to invoices
Getting Xero made the whole business more efficient. It made accessing the accounts so much easier.
Xero lets Sidonie from Papersmiths focus on other parts of her business
Frequently asked questions
A business quote (also called an estimate or proposal) is a document you send to a potential customer that outlines the goods or services you plan to provide and the price you're offering. Sending a professional quote sets clear expectations, gives the customer something to review and approve, and creates a paper trail that can be converted directly into an invoice once the work is confirmed.
A business quote (also called an estimate or proposal) is a document you send to a potential customer that outlines the goods or services you plan to provide and the price you're offering. Sending a professional quote sets clear expectations, gives the customer something to review and approve, and creates a paper trail that can be converted directly into an invoice once the work is confirmed.
Online quoting software lets you create, send, and track professional quotes digitally. With Xero, you can create and send online quotes and estimates, track the status, and see when a customer opens or accepts a quote. You can then convert quotes to invoices. As for your financial reporting, Xero keeps an audit trail of your transactions and helps you prepare your tax return accurately.
Online quoting software lets you create, send, and track professional quotes digitally. With Xero, you can create and send online quotes and estimates, track the status, and see when a customer opens or accepts a quote. You can then convert quotes to invoices. As for your financial reporting, Xero keeps an audit trail of your transactions and helps you prepare your tax return accurately.
A quote is an offer to provide goods or services at a stated price – it's not a request for payment. A proforma invoice looks like an invoice and may be used to request payment in advance, but it's not a finalized accounting document. In Xero, a quote becomes an invoice when it has been accepted by the customer and you convert it, at which point it enters your accounts receivable.
A quote is an offer to provide goods or services at a stated price – it's not a request for payment. A proforma invoice looks like an invoice and may be used to request payment in advance, but it's not a finalized accounting document. In Xero, a quote becomes an invoice when it has been accepted by the customer and you convert it, at which point it enters your accounts receivable.
Yes! Xero’s templates speed up your quoting admin. Customize the template by adding your branding and business info. Then just duplicate this document whenever you need to create a new quote. You can also save a completed quote as the basis for a new one, which is useful for recurring jobs or customers.
Yes! Xero’s templates speed up your quoting admin. Customize the template by adding your branding and business info. Then just duplicate this document whenever you need to create a new quote. You can also save a completed quote as the basis for a new one, which is useful for recurring jobs or customers.
In Xero, you’ll navigate to the Sales menu and click “New Quote”. Fill in the customer details, add your line items with descriptions, quantities, and prices, then save and send directly to the customer by email. Xero helps you quickly create and send professional, branded quotes.
In Xero, you’ll navigate to the Sales menu and click “New Quote”. Fill in the customer details, add your line items with descriptions, quantities, and prices, then save and send directly to the customer by email. Xero helps you quickly create and send professional, branded quotes.
Yes. When you send a quote from Xero, the customer receives an online link where they can view the quote and click to accept or decline it. Accepted quotes automatically update their status in Xero, so you can see at a glance which quotes have been approved and are ready to invoice.
Yes. When you send a quote from Xero, the customer receives an online link where they can view the quote and click to accept or decline it. Accepted quotes automatically update their status in Xero, so you can see at a glance which quotes have been approved and are ready to invoice.
It’s easy. Open the accepted quote in Xero and click "Copy to Invoice." Xero creates a new invoice pre-filled with all the details from the quote – customer, line items, amounts, and any terms. You can edit before sending, and the quote's status updates to "invoiced" so you maintain a clean audit trail.
It’s easy. Open the accepted quote in Xero and click "Copy to Invoice." Xero creates a new invoice pre-filled with all the details from the quote – customer, line items, amounts, and any terms. You can edit before sending, and the quote's status updates to "invoiced" so you maintain a clean audit trail.
To check the status of a quote, hop into Xero and navigate to the Sales menu and select Quotes. They are organized by status: draft, sent, declined, accepted, or invoiced. Check whether a customer has accepted or declined a quote, and any comments they’ve left for you.
To check the status of a quote, hop into Xero and navigate to the Sales menu and select Quotes. They are organized by status: draft, sent, declined, accepted, or invoiced. Check whether a customer has accepted or declined a quote, and any comments they’ve left for you.
Absolutely. The Xero Accounting app lets you easily create and send quotes from your phone or tablet. You can also check the status of quotes and convert them into invoices, all without being at your desk.
Absolutely. The Xero Accounting app lets you easily create and send quotes from your phone or tablet. You can also check the status of quotes and convert them into invoices, all without being at your desk.
Yes, when you set up sales tax rates in Xero, they automatically apply the relevant local taxes to your invoices and estimates to save you time and make sure your figures are correct. Xero calculates up-to-date sales tax rates based on location and item details, and you can set tax defaults for quotes, invoices, and bills. That way, you can be confident in your financial admin and be sure your quotes are tax-compliant.
Yes, when you set up sales tax rates in Xero, they automatically apply the relevant local taxes to your invoices and estimates to save you time and make sure your figures are correct. Xero calculates up-to-date sales tax rates based on location and item details, and you can set tax defaults for quotes, invoices, and bills. That way, you can be confident in your financial admin and be sure your quotes are tax-compliant.
Get one month free
Purchase any Xero plan, and we will give you the first month free.
See streamlined online quotes and estimates
Time to win some business.
*Fees apply for other payment methods.