Create quotes from a template or by copying one.
Send online quotes for acceptance on the spot.
Create and edit an invoice directly from a quote.
Easily prepare and send quotes or estimates that look professional and include all the details you need.
Send customers a link to an online quote or estimate so it's simple for them to accept or comment.
When a quote or estimate has been accepted and the work’s been done, turn it into an invoice.
Tailor the quote that comes with Xero to use your logo and the details you want. Set up and use more than one customised version - Xero calls them 'branding themes'. Customise templates for the emails you send with the quote too.See how to customise your quotes
You and your customers can download and/or print quotes from a PDF to get a paper copy. Post a printed copy to your customer, or email a copy with a link to the online quote and including a PDF attachment.See how to print a quote
With online quotes, you can view and respond to any comments, feedback or questions, so all your interactions are online. For both PDF and online quotes, add, delete or change the details or pricing, then resend.See how to edit a quote
Xero became a really critical tool for us as we took on more staff.