Customise your quotes

ⓘ This article is for small businesses who use Xero  

Overview
  • Customize quotes by changing the numbering sequence, setting up branding themes or creating email templates.

Before you start using quotes in Xero, you may want to set up or update some settings to suit your business:

  • Change the automatic numbering sequence of your quotes to your own sequence.

  • Customize the appearance of your quotes by creating an invoice template. This will affect the online or PDF copy of a quote.

  • ​Set up email templates specific to quotes you send to your customer.

  • Change your staff's user roles to control their access to quotes. You may want some staff to create and send quotes, and others to only create them.

 

 

 

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