Quoting software for your small business with Xero US
Want to win the work faster? Use Xero’s online software to create and send professional quotes. Check if a customer has accepted a proposal or needs a nudge. And do this admin on your mobile when you get a spare minute in the day.
Online quotes made simple
Agreeing the price of a project with your customer is easier with Xero US.
Create quotes in less time
Add your business brand and details to a template. Then duplicate each time for speedy admin.
Make it a breeze for customers
They just click Accept and leave a comment if they like – giving them minimal steps.
Convert quotes to invoices with a click
Instead of creating an invoice from scratch, just convert the quote. A fast and accurate workflow!
90% of customers agree Xero helps their business run more efficiently
*Source: survey conducted by Xero of 271 small businesses in the US using Xero, May-June 2024
Create professional quotes in minutes
Xero’s quoting software gives your US business a smooth workflow. After you’ve created a new quote or estimate, Xero automatically calculates the sales and local taxes for you. And if you’re away from your desk, you can do the admin on your phone in the Xero Accounting app.
- Use Xero’s templates or duplicate old quotes to create new ones
- Autofill the contact address and info, inventory items, and prices from saved details
- Email customers a PDF or share a secure online quotation link
Track the status of your quotes
Keep on top of all your proposals so you always know what’s next. The quote you sent last week? Check Xero to see if it’s been accepted and, if not, nudge your customer. That rejected estimate? Get any feedback and then revise and resend in the same slick system.
- Track the status of each quote or estimate: draft, sent, accepted, or declined
- Instantly get notified when a customer accepts or declines
- Confidently revise and resend quotes there and then
Convert quotes to invoices with one click
You’ve won the work! Now hop into Xero software to turn your quote into an invoice in a few quick steps.
- Find the relevant estimate or quote in your cloud-based records
- Tap Create and then add, edit, or remove items as needed
- Send to your customer on the spot – and increase the chances of getting paid on time
All your financial admin in one place
Xero gives you a joined-up system for your small business’s financial admin – from supporting your quotes to organizing your expenses and sales taxes for the financial year-end.
- Connect your bank accounts so your transactions flow into Xero
- Work with your accountant on your latest numbers in real time
- Manage your quotes, estimates, invoices, and other admin from anywhere
Xero quote software saves you time and money
The tools help you nail the admin and get back to business.
Faster project quotes
Save precious minutes every time you send quotes and estimates
Fewer errors
Skip the typing! Let Xero’s autofill tool and calculations help keep your records accurate
A slick system
Wherever you are, check the status of quotes and convert them to invoices
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
FAQs on Xero’s simple quoting software
Online quoting software gives you a quick and accurate way to manage your admin. With Xero, you can use the quoting app or desktop software to create and send online quotes and estimates. You can then track the status of all your quotes, get a message when a customer accepts a quote, and convert quotes to invoices. As for your financial reporting, Xero keeps an audit trail of your transactions, including sales taxes.
Online quoting software gives you a quick and accurate way to manage your admin. With Xero, you can use the quoting app or desktop software to create and send online quotes and estimates. You can then track the status of all your quotes, get a message when a customer accepts a quote, and convert quotes to invoices. As for your financial reporting, Xero keeps an audit trail of your transactions, including sales taxes.
It’s easy – simply find the relevant quote in Xero and click to convert this into an invoice. This saves you the work of creating an invoice from scratch.
It’s easy – simply find the relevant quote in Xero and click to convert this into an invoice. This saves you the work of creating an invoice from scratch.
Yes! Xero’s templates speed up your quoting admin. Customize the template by adding your branding and business info. Then just duplicate this document whenever you need to create a new quote.
Yes! Xero’s templates speed up your quoting admin. Customize the template by adding your branding and business info. Then just duplicate this document whenever you need to create a new quote.
To check the status of a quote, hop into Xero to see all your quotes and estimates in one place. Check whether a customer has accepted or declined a quote, and any comments they’ve left for you. Remind yourself if you have definitely sent a particular invoice or if you need to finish the job!
To check the status of a quote, hop into Xero to see all your quotes and estimates in one place. Check whether a customer has accepted or declined a quote, and any comments they’ve left for you. Remind yourself if you have definitely sent a particular invoice or if you need to finish the job!
Absolutely. The Xero Accounting app lets you easily create and send quotes while away from your desk. You can also check the status of quotes and convert them into invoices.
Absolutely. The Xero Accounting app lets you easily create and send quotes while away from your desk. You can also check the status of quotes and convert them into invoices.
Yes, Xero automatically applies the relevant local taxes to your invoices and estimates to save you time and make sure your figures are correct. That way, you can be confident in your financial admin and prepare for your IRS tax reporting.
Yes, Xero automatically applies the relevant local taxes to your invoices and estimates to save you time and make sure your figures are correct. That way, you can be confident in your financial admin and prepare for your IRS tax reporting.
Get one month free
Purchase any Xero plan, and we will give you the first month free.
See streamlined online quotes and estimates
Time to win some business.