Send quotes

Create an invoice from a quote

ⓘ This article is for small businesses who use Xero Overview Create an invoice from a quote once you've supplied goods or services to your customer. Web i ...

Edit a quote

ⓘ This article is for small businesses who use Xero Overview Make changes to a draft, sent, accepted or declined quote. Edit a draft quote Web iOS Andro ...

Delete a quote

ⓘ This article is for small businesses who use Xero Overview Mark a single quote or multiple quotes as deleted. Web Android You can mark a single quote ...

Create an estimate from a quote

ⓘ This article is for small businesses who use Xero Overview Create an estimate for your customer from a quote using an advanced invoice template. Create an esti ...

Copy a quote to a new transaction

ⓘ This article is for small businesses who use Xero Overview Copy a quote to a new quote, invoice, bill or purchase order to save time with data entry. Copy multiple quote ...

Email a quote

ⓘ This article is for small businesses who use Xero Overview Email your customer an online quote they can accept or decline. A PDF copy of the quote is automatically includ ...

Print and mark quotes as sent

ⓘ This article is for small businesses who use Xero Overview Print single or multiple quotes and mark them as sent to identify which quotes you’ve sent to your custom ...

Mark a quote as accepted or declined

ⓘ This article is for small businesses who use Xero Overview Record when your customer accepts or declines a quote. Mark a quote as accepted Web iOS And ...

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. ...

Copy invoices to a new quote

ⓘ This article is for small businesses who use Xero Overview Copy the information from an existing invoice and add it to a new quote. Copy a single invoice, or sever ...