Email a quote

Before you start, you might like to customize your email templates to include a link to an online quote. From an online quote, your customer can accept, decline or ask a question. They can also download and print a copy of the quote.

To email a quote:

1. In the Business menu, select Quotes.

2. Select the Draft, Sent, Accepted or Invoiced tab.

3. Select the checkbox next to the quote you want to email, then click Send.

4. Review and update the information in the Send quote dialog box.

5. Click Send.

Alternatively, to email a quote while viewing it, click Send, or click the menu icon  then select Send. Review and update the email information, then click Send again.

1. Tap Sales, then find and open the quote.
2. Tap Options, then select Send.
3. Enter the email address if it isn't already populated.
4. To include file attachments, tap 0 included then select the files to include.
5. Select the email template to use, and edit the message if required.
6. Choose whether you want to send yourself a copy of the email.
7. Tap Send.

1. Tap Sales, then find and open the quote.
2. Tap Save, then select Send.
3. Enter the email address if it isn't already populated.
4. To include file attachments, tap 0 included then select the files to include.
5. Select the email template to use, and edit the message if required.
6. Choose whether you want to send yourself a copy of the email.
7. Tap the send icon .

To

The email recipient. If you enter a new email address, Xero saves it to the contact's record.

There isn't a CC or BCC option when emailing quotes, but you can enter multiple email addresses. A separate email is sent to each address you enter.

Subject

Xero populates the Subject field with the text and placeholders set up in the selected email template. You can edit this directly or update the email template to reuse later.

Email template

If email templates for quotes are set up, select a template to apply to the quote.

Insert a placeholder 

Click this to show the placeholders you can add to the subject or message for this email type.

For example, if you want the customer to receive a link to the online quote, click where you want it within the message, then click the [Online Quote Link] placeholder.

Message

If you've selected an email template, Xero populates the message for you. You can edit the text and placeholders or customize the template so you can reuse it.

Send me a copy

Select the checkbox to send yourself a copy of the email.

Attach files to email

If you attached a file to the quote, select the checkbox to send the file as an attachment on the email.