Use quotes in Xero to streamline your organization's sales process. Quotes tell your customers the goods and services you provide to them. They also define details such as terms and prices. You can copy quotes to sales invoices or new quotes to save data entry time.

The quote process in Xero

  1. Create a quote
  2. Email or print a quote
  3. Mark a quote as accepted or declined
  4. Create a sales invoice from a quote