Win more work with quoting software

FAQs on Xero's quoting software

What is online quoting software and how does it work?

Online quoting software lets you build, send, and manage price estimates for your customers without paper or spreadsheets. With Xero, you create a quote from a template, send it by email, and track whether the customer accepts or declines. Once accepted, the quote converts into an invoice.

Online quoting software lets you build, send, and manage price estimates for your customers without paper or spreadsheets. With Xero, you create a quote from a template, send it by email, and track whether the customer accepts or declines. Once accepted, the quote converts into an invoice.

How can I turn an accepted quote into an invoice?

Once a customer accepts your quote in Xero, you can convert it to an invoice with a single click. The details carry over automatically, so there's no retyping, and Xero keeps a clear link between the quote and the invoice. You can even let customers accept payments on the invoice.

Once a customer accepts your quote in Xero, you can convert it to an invoice with a single click. The details carry over automatically, so there's no retyping, and Xero keeps a clear link between the quote and the invoice. You can even let customers accept payments on the invoice.

Does Xero have quote templates?

Yes. Xero comes with quote templates you can customize with your logo, colors, payment terms, and standard line items. If you track your inventory in Xero, saved items and prices drop straight into each quote, so every one looks consistent and goes out fast.

Yes. Xero comes with quote templates you can customize with your logo, colors, payment terms, and standard line items. If you track your inventory in Xero, saved items and prices drop straight into each quote, so every one looks consistent and goes out fast.

How can I keep track of my quotes with Xero?

Xero shows the status of every quote on one screen – draft, sent, accepted, or declined – so nothing slips through. You can filter by status, search by customer name, and sort by date to find any quote in seconds. If a deal needs a nudge, revise and resend in a few clicks.

Xero shows the status of every quote on one screen – draft, sent, accepted, or declined – so nothing slips through. You can filter by status, search by customer name, and sort by date to find any quote in seconds. If a deal needs a nudge, revise and resend in a few clicks.

Can I create and send quotes on my mobile?

Absolutely. The Xero Accounting app lets you create, edit, and send quotes from your phone, wherever you are. You can respond to a customer on the spot, then convert an accepted quote into an invoice from the same Xero Accounting app.

Absolutely. The Xero Accounting app lets you create, edit, and send quotes from your phone, wherever you are. You can respond to a customer on the spot, then convert an accepted quote into an invoice from the same Xero Accounting app.

Does Xero calculate sales tax on my quotes?

Definitely. Xero applies US sales tax to your quotes automatically based on the rates you set up, so the totals are right before you send.

Definitely. Xero applies US sales tax to your quotes automatically based on the rates you set up, so the totals are right before you send.

What's the difference between a quote and a pro forma invoice?

A quote is an offer that shows your customer the estimated price before any work begins, and it isn't a demand for payment. A pro forma invoice is a preliminary bill sent ahead of the final invoice, often to confirm details or request a deposit. In Xero, you send a quote first, then convert it to an invoice once the customer accepts.

A quote is an offer that shows your customer the estimated price before any work begins, and it isn't a demand for payment. A pro forma invoice is a preliminary bill sent ahead of the final invoice, often to confirm details or request a deposit. In Xero, you send a quote first, then convert it to an invoice once the customer accepts.