Create a Xero invoice automatically from an accepted quote, all relevant details are included:
Also, include Xero contacts in search results when looking up quote contacts.
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Accepting a quote is simple, the acceptance checkbox has the added benefit of being legally binding.
Keep on top of your good leads, optionally specify the days a quote is valid until and archive them when the good leads go cold.
It’s really quick to get started, you can create and send your first quote in a matter of minutes. Define your ideal quote as a template – saving even more time.
By seeing how many times a quote has been opened and when it was last viewed you’ll know when it’s time to follow up.
See the value of accepted quotes from the past 30 days and of all time. There’s a nifty rolling 30 day average you'll read like your business pulse.