Tag Archive | quoting
January 22, 2015  

Quoting now in Xero

The latest release of Xero now has quotes! In the past if you wanted to do a quote you had to create a Draft Sales Invoice and set up an invoice template for quotes so that it would print with the word “Quote” on it.  So now along with Purchase Orders, Quotes can be created, sent and managed direct within Xero.

Once a quote has been created and accepted by the client, with a couple of clicks it can be turned into an invoice, so no rekeying of information onto the invoice.

Quotes can be accessed from the Sales Dashboard. Xero is still working on refining the quoting system even more so that in the future the customer will be able to view and accept the quote online. You can read more on the release from the Xero Blog.

April 25, 2012  

Quoting and Xero Add On Solutions

There are two new cloud based softwares for quotes and sales proposals these are QuoteRoller and Quotient. They are both more suited to submitting sales proposals, enabling you to set up templates to be used emailed to the client and accepted electronically.  Upon acceptance they integrate with Xero to create the sales invoice, so no doubling up of work! They both have different pricing plans and both with the ability to try them out for free first.

We can help you to pick which once would best suit your business needs so contact us today.