Make your quotes easier with Xero

Make your quotes easier with Xero

Sending a quote to a prospective customer is a crucial stage in the sales process – take too long, get the price wrong or miss out a crucial detail and you’ll lose that sale!

 

So having a fast and effective quote process is vital.

 

Xero quotes makes the whole process quick and simple – letting you email a professionally branded quote direct to your prospect for review.

 

The simple way to raise a quote

 

Managing your quotes and subsequent invoicing online gives you a clear advantage over time-consuming and outdated manual processes.

 

With your quotes managed in Xero you can:

 

  1. Quickly raise a quote – with separate line items, prices, discounts and tax rates
  2. Email your quote straight to the customer – and see when they’ve viewed it
  3. Allow customers to instantly accept the quote – with one click of a button
  4. Easily convert a quote into an online invoice – speeding up the whole invoicing process and starting the payment cycle as early as possible

 

Talk to us about setting up Xero quotes

 

If you want to give your customer quotes a competitive advantage, come and talk to us about setting up Xero quotes and making the most of online quoting, invoicing and payment.

 

Get in touch to start using Xero quotes.

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