03 366 5709

Blog

Xero News – Quotes now available

 |  Bizink  |  Xero

Xero have released a long awaited feature in the past week – the ability to produce quotes.

Many Xero users have been providing quotes by creating a draft invoice but now that quotes are available it offers a much better way of providing and managing quotes to help you improve your sales results.

To read more click here for Xero’s blog post

You access quotes by going to Sales and then selecting quote from the New drop down
You access quotes by going to Sales and then selecting quote from the New drop down
You can add an expiry date on a quote and a reference to help your customer identify who requested it or what job it relates to.
You can add an expiry date on a quote and a reference to help your customer identify who requested it or what job it relates to.
Email quotes to your client or prospect and send a copy to yourself right from within Xero.
Email quotes to your client or prospect and send a copy to yourself right from within Xero.
Options including marking quotes as accepted or declined, copying to create a similar quote or cancelling quotes.
Options including marking quotes as accepted or declined, copying to create a similar quote or cancelling quotes.
There is a dashboard for quotes showing your how many quotes are in each stage and making it easier to manage your sales and billing process.
There is a dashboard for quotes showing your how many quotes are in each stage and making it easier to manage your sales and billing process.

Categories

Want to grow your business? Our Free Resources will Help