View information that displays on an online quote

Learn what information displays on an online quote, and copy to yourself. Your user role determines your access to quotes.

Online quotes display using DOCX branding

Online quotes with DOCX branding display differently from PDF quotes.

  • Your logo doesn't display

    Your logo doesn't display if you applied a DOCX branding theme that contained a logo to your quote.

    However, the PDF emailed with the online quote link and the PDF from within the online quote both display the logo.

  • Your trading name and postal address display

    The legal/trading name and postal address in Organisation Settings displays in your online quote. This may differ to the contact details you set up in your branding theme.

    However, the PDF emailed with the online quote link and the PDF from within the online quote both display the contact details set up in your branding theme.

  • Line item information doesn't display

    Line item information, such as the description, quantity, unit price and tax, doesn't display.

    However, the PDF emailed with the online quote link and the PDF from within the online quote both display line item information.

  • Your tax number doesn't display

    The tax number is the ABN you entered in Organisation Settings.

    However, the PDF emailed with the online quote link and the PDF from within the online quote both display the tax number.

Example of online quote with DOCX branding theme applied

Image showing online DOCX quote.

Online quotes display using standard branding

Online quotes with standard branding display the information you set up in your branding theme.

Example of online quote with standard branding theme applied

Image showing standard theme online quote.

Extra buttons, links & information

Buttons, links and informationAction

Accept button

Image showing Accept button.

Click to accept the quote. Xero will email the user who created the quote notifying them, and will also update the quote's status in Xero.

Decline button

Image showing decline button.

Click to decline the quote. Xero will email the user who created the quote notifying them, and will also update the quote's status in Xero.

Comment button

Image showing comment button.

Your recipient can email you directly from the online quote. You'll receive the email if you created the quote.

PDF button

View PDF button.

Generate and print a PDF of the quote.