By using Xero Online Quotes, you can email clients quotes and they can accept with the click of a button. As with many other features in Xero, online quotes are simple to use.

First, go to the Sales tab. At the bottom of the screen, you will see a section where you can quickly find any draft, sent, accepted, or expired quotes.  To create a new quote, click on the drop down menu next to New as shown below and choose Quote.

OnlineQuotes1

 

Once, you are done entering all the details for the quote, click send. A window will appear that allows you to edit the email that will be sent to your client. If you click the box at the bottom of the screen, a copy will also be sent to your email.

OnlineQuotes2

When you click send, your client will receive an email containing a link to the online quote as well as a PDF of the quote.

OnlineQuotes3

 

When the recipient follows the link, they can accept, decline, or comment on the quote.

OnlineQuotes4

 

At the bottom of the quote screen, under History & Notes, you can see if the quote has been viewed by the recipient. If the recipient recorded a comment, the comment will also appear in this area.

OnlineQuotes5

 

If the quote has been accepted and the work completed, the quote can be copied to an invoice by going to Options>Copy to…>Invoice.