Create online estimates and quotes in minutes
Create professional online estimates and quotes, and send them instantly using Xero desktop software or the app.
Easily create online estimates and quotes
Create quotes from a template or by copying a previous one.
Customers can click to accept a quote
Send online quotes that customers can accept on the spot.
Convert quotes into invoices
Create and edit an invoice directly from the quote you sent the customer.
See streamlined online quotes and estimates
Time to win some business.
Easily create online estimates and 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
Customers can 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 quotes 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 customized version – Xero calls them branding themes. Customize templates for the emails you send with the quote too.
See how to customize your quotesTailor the quote that comes with Xero to use your logo and the details you want. Set up and use more than one customized version – Xero calls them branding themes. Customize templates for the emails you send with the quote too.
See how to customize your quotesYou 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.
See how to print a quoteYou 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.
See how to print a quoteWith 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 quoteWith 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
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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
