Quote like a pro with Xero’s estimating software

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.

A quote is created on a laptop using quoting software.

Cost estimation that’s simple

Agreeing the price of a project with your customer is easier with Xero.

  • Tick

    Quickly create online estimates and quotes

    Speed up this task by using Xero’s quote template or by copying and editing an earlier quote.

  • Tick

    Make it easy for your customers to accept your quote

    When customers click ‘Accept’ in the online estimate or quote, you’ll get an email notification.

  • Tick

    Turn quotes and estimates into invoices

    Once you’re ready to ask for payment, don’t create an invoice from scratch – just convert the quote!

Easily create online quotes and estimates

Xero’s estimating software makes your business look professional. The process is slick for you and your customers.

  • Included
    Create online quotes and estimates from the Xero accounting app or desktop software
  • Included
    Fill in the contact, inventory, and pricing info from details you’ve saved in Xero
  • Included
    Copy old quotes and edit their info (instead of creating them from scratch)
  • Included
    Email your customers a PDF, or a link to their online quote

Customers can accept directly from your quotes

Fewer hurdles in the quoting and acceptance process means your customers are more likely to pay you on time. That’s a win for everyone! Xero’s quoting software:

  • Included
    Lets your customers accept or decline quotes with a single click, and leave comments at any time
  • Included
    Makes it easy for you to revise quotes, and see if a quote has been viewed, accepted, declined, or revised
  • Included
    Keeps all your records up to date

Turn accepted quotes and estimates into invoices

By keeping all your quotes and admin in Xero, you can easily convert documents – saving you time and money.

  • Included
    1. Find the relevant estimate or quote
  • Included
    2. Click ‘Create Invoice’
  • Included
    3. Add, edit, or remove items as needed

Accounting software for your small business

Run your business accounting online with Xero. It's easy-to-use accounting software, designed for your small business.

  • Included
    Everything in one place
  • Included
    Connect to your bank
  • Included
    Collaborate in real time
  • Included
    Customise to suit your needs
Explore accounting software
A chart of income and expenses displays in Xero’s online accounting software on a tablet.

Xero’s quoting software saves you time and money

Xero’s advanced features fast-track your quotes and estimates.

Faster project estimates

Save time with a streamlined process for creating and sending estimates

Fewer errors

Do less manual work and deliver accurate project estimates and quotes every time

Simpler admin

Sit back as Xero’s cloud-based software tracks your quotes and manages the process for you

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

A person organising boxes in a retail store.

FAQs on quotes and estimates

Tailor Xero’s quote template by adding your logo and business info. If you need different types of quotes, you can save multiple customised versions (Xero calls these ‘branding themes’). You can also create customised templates for emails you send with the quote.

See how to customise your quotes

Tailor Xero’s quote template by adding your logo and business info. If you need different types of quotes, you can save multiple customised versions (Xero calls these ‘branding themes’). You can also create customised templates for emails you send with the quote.

See how to customise your quotes

Yes, you and your customers can download and print quotes from a PDF to get a paper copy. Post a hard copy to customers, email them a PDF, or email them a link to a quote from the Xero Accounting app or desktop.

Yes, you and your customers can download and print quotes from a PDF to get a paper copy. Post a hard copy to customers, email them a PDF, or email them a link to a quote from the Xero Accounting app or desktop.

Certainly. With online quotes, you can read and respond to any comments or questions your customers leave for you, which keeps all your interactions in one place. You can then add, delete, or change the details or pricing and resend the quote.

See how to edit a quote

Certainly. With online quotes, you can read and respond to any comments or questions your customers leave for you, which keeps all your interactions in one place. You can then add, delete, or change the details or pricing and resend the quote.

See how to edit a quote

Software for estimation and costing combines these functions into one package. Xero, for example, replaces multiple tools with one piece of software that stores data securely in the cloud and automates your calculations for accuracy.

Software for estimation and costing combines these functions into one package. Xero, for example, replaces multiple tools with one piece of software that stores data securely in the cloud and automates your calculations for accuracy.

Yes, once you’ve converted an accepted quote into an invoice, the customer can pay you directly from that invoice by credit or debit card, Apple Pay or Google Pay, or direct debit, depending on the payment methods you offer them.

Learn more about Xero’s software and quoting app

Yes, once you’ve converted an accepted quote into an invoice, the customer can pay you directly from that invoice by credit or debit card, Apple Pay or Google Pay, or direct debit, depending on the payment methods you offer them.

Learn more about Xero’s software and quoting app

Start using Xero for free

Access Xero features for 30 days, then decide which plan best suits your business.

See streamlined online quotes and estimates

Time to win some business.