See streamlined quotes and estimates
Create online quotes
Easily prepare and send quotes and estimates that look professional and include all the details you need.
- Create online estimates and quotes from the app or desktop software
- Use the contact, inventory and pricing info you've saved
- Copy and edit a similar previous quote or estimate
- Email a PDF or link to an online quote
Click to accept a quote
Send customers a link to an online estimate or quote so it's simple for them to accept or comment.
- Customers can accept or decline quotes with a single click
- Mark a quote as accepted or record it as declined and why
- See if a quote has been viewed, revised, accepted or declined
Convert into invoices
When a quote or estimate has been accepted and the work’s been done, turn it into an invoice with the app or Xero software.
- Create invoices using the details from online estimates or quotes
- Add, edit or remove items from invoices as needed
More about quotes
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.
You and your customers can download and/or print quotes from a PDF to get a paper copy. Post printed copies to your customers, email PDFs, or send links to online estimates or quotes from the Xero app or the desktop.
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.