Create an estimate from a quote

Apply a custom theme to a quote to change it into an estimate for your customer. If the customer accepts the estimate, change it back to a quote and send it for approval. You can create an invoice from the approved quote later.

Create an estimate

  1. Create a new DOCX branding theme and name it Estimate.
  2. Change the headings from Quote title and Draft Quote to ESTIMATE.
  3. Edit your theme and change Quote Number to Estimate Reference.
  4. Create a new quote, open a draft one, or revise an approved one.
  5. Select your Estimate theme and save the quote.

Xero applies the theme when you print or send the quote.

Change an estimate to a quote

If your customer asks for an official quote or accepts the job from the estimate, change the estimate back into a quote.

  1. Revise the quote.
  2. Select the standard branding theme.

After the customer approves the quote, you can create an invoice from it.

You might also be interested in