Xero’s free quote generator
Looking online for a quote maker? Just download this quote generator PDF and edit it to suit your business. Then create quotes that impress your clients, win you business, and help streamline your financial admin.
Save time on every quote
Quickly create professional quotes – no more tedious text docs and spreadsheets.
Let automated calculations do the work
Forget the calculator – Xero’s quote generator automatically works out the correct prices.
Streamline your sales process
Save quotes to your computer or the cloud so you can quickly turn accepted quotes into invoices.
Download the free quote template
Fill in the form to get a quote template as an editable PDF. We’ll also link you to a guide on how to use it.
How to use Xero’s quote generator
It’s quick to download the quote generator online and set it up. From there, it’s time saved with every quote!
Here’s an example quote to help1. Add your customer’s details
Include the date the quote’s valid until (in case a customer takes months to get back to you).
2. Summarise the work and add a description
Summarise what the customer is asking for, then break down the costs of labour, materials, and so on.
3. Apply the right tax rate
Add the rate of GST – generally 15% – and the generator will calculate the tax-inclusive amount.
4. Include your payment terms
Tell your customer how long they have to pay – for example, ‘Payment due within 14 days of invoice’.
Why use Xero’s quote generator?
It’s essential for your business
A quick, professional quote makes all the difference in landing the job and making a good impression.
- A clear, complete quote with plenty of detail helps you stand out.
- Automated calculations give you confidence your numbers are faultless.
- Quickly create and send off that quote so you can do the work.
- Save the PDFs on your computer or the cloud (instead of messing around with paper records).
Tips for using Xero’s quote generator
You’ll want it at hand so you can quickly create quotes. Have a master file with your business info pre-filled to save time whenever you need to send a quote for business.
You’ll want it at hand so you can quickly create quotes. Have a master file with your business info pre-filled to save time whenever you need to send a quote for business.
Include all the essential information in a quote, including any payment terms and T&Cs. If you have a disagreement with your customer, the quote is your record of the scope and price of the work.
Include all the essential information in a quote, including any payment terms and T&Cs. If you have a disagreement with your customer, the quote is your record of the scope and price of the work.
Don’t miss out on a job because you forgot to send a quote or follow up with a customer! Organise and track your outstanding quotes so you know the status of each one.
Don’t miss out on a job because you forgot to send a quote or follow up with a customer! Organise and track your outstanding quotes so you know the status of each one.
A versatile tool for your industry
The quote generator is great for businesses in almost any industry. It helps you:
- Get quotes out swiftly to close deals sooner
- Make your terms of business and payment crystal clear to your client
- Tailor the quotes to your industry – manufacturers can list all their materials and labour costs, for example
Upgrade to Xero accounting software
Is this free tool your best choice right now? Or is it worth upgrading to Xero accounting software? Here are the key differences to help you decide what solution better suits your business needs.
The free quote generator is perfect for quick solutions
If you’ve just started your business or need a quick fix, this simple tool helps you create quotes rapidly.
Xero's accounting software grows with your business
Xero helps streamline your sales process even more. Make quotes online, then instantly turn accepted quotes into invoices. Simple.
FAQs on Xero’s quote creator
A quote is a pre-sale document that records key information, like the approximate cost of goods or services and the terms of payment. An invoice is a request for payment after you’ve delivered the goods or services.
Here’s more on invoicesA quote is a pre-sale document that records key information, like the approximate cost of goods or services and the terms of payment. An invoice is a request for payment after you’ve delivered the goods or services.
Here’s more on invoicesYes – once you’ve downloaded the PDF and filled in the details, just email the file to them.
Yes – once you’ve downloaded the PDF and filled in the details, just email the file to them.
Absolutely. The quote generator suits almost all businesses and industries. Say you sell a good or service that is zero-taxed – you put ‘0’ in the sales tax column. Freelancers can charge for their time by entering the number of hours or days in the quantity column, and retailers can list their product descriptions and quantities. And because the construction industry has different requirements, we’ve created a separate construction quote generator.
Here’s the construction quote generatorAbsolutely. The quote generator suits almost all businesses and industries. Say you sell a good or service that is zero-taxed – you put ‘0’ in the sales tax column. Freelancers can charge for their time by entering the number of hours or days in the quantity column, and retailers can list their product descriptions and quantities. And because the construction industry has different requirements, we’ve created a separate construction quote generator.
Here’s the construction quote generator
Strengthen your business with Xero software
Xero accounting software fast-tracks your financial admin – whether it’s creating online quotes, offering your customers more ways to pay, or automating tax calculations. Everything is done in the cloud, so you can easily fire off quotes and invoices, wherever you are that day.
- Turn quotes into invoices in a few clicks
- Easily track which customers are yet to pay you
- Manage your business’s cash flow in one place
Disclaimer
Xero does not provide accounting, tax, business or legal advice. This template has been provided for information purposes only. You should consult your own professional advisors for advice directly relating to your business.
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