To help you get started with using draft invoices in Xero for simple quotes, here’s a ZIP file with step-by-step instructions and a template quote DOCX file that you can edit. You also might like to look at one of our fully-integrated quoting partners, such as Quotient.
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100 comments
Hi Ashley. You are correct. We haven’t focussed yet on quotes as we have some great job costing partners and have so far concentrated on the hard core accounting features. We will add quote support in the future as we get through other things we have in the queue.
Rod
Chris Magnusson
Agree, would really like to see a proper quoting system within Xero.
Quoting would be a really useful feature, would make a the system more complete for freelancers as well.
Kim
Just want to add my 2 cents that Quoting would be a really useful feature.
Matt
Im looking to shift to xero, the only thing stopping me is the lack of a quoting system within zero.
Ben
Any updates on this..??
Frustrating that it seems that this is still lacking..
Really happy with Xero- changed my life (no really it did 
)
But.. I’m dying to see the quoting component come to fruition.
tim
So when are we going to get proper quotes? Need this if I’m going to change.
Dave
come on, this is almost perfect – just add quoting and you will have our business for life.
Kimberly
Agree with the above. A professional quoting system is all that is holding Xero back from a superior product!
Anton Gerner
I agree, Xero needs quoting!
Xero – WHEN ?
Hey guys – while quotes are something we want to do, our current priorities, over the next few months at least, are over-payments, prepayments, discounts, budgeting improvements… to name a few. The feedback we’ve had from our customers is that they want us to work on these things first.
So, unfortunately you’ll have to wait a bit longer – thanks for the feedback.
Mark
Completely LOVE Xero, but… How does one get to sending out an invoice without having first sent a quote? Am I the only one who has to bid jobs before I get them? It almost seems like Xero never should have launched without quoting. Now that you’re successful you guys seem too busy to go back and add it. Please do this soon!
@Mark – yes it’s great we’re so busy and so many people are using Xero, but we definitely want to get back to this as more and more people like you let us know this is an important part of how you run your business and use your accounting system. We’re juggling a lot of demands but know this needs to be revisited. So this video and accompanying help (http://help.xero.com/#Q_Quote) is your option right now, unless you go with one of our work flow partners. Thanks for letting us know what you need and your patience!
John
I’m with Mark on this one. I love this software and it’s made life so much easier. However we REALLY NEED a proper quoting system, this is the only thing letting it down….. and maybe a link with IRD so tax could be paid from here
Khalid
Hi,
Quoting and purchase order system and you a complete product!! How l
Looks like a great start, but most business need to quote and send estimates. I also will not be able to switch to this until we can actually create quotes.
Would be keen for a quotation feature in Xero, but would have to agree with xero that their current system niche market is in the invoicing and accounting so the priorities would logically lie there.
Would love to see a quoting system on here. I think it would be simply adding a duplicate under Accounts drop down called “Quotes” then uploading the templates under this and treating as an addition, there is already Invoices and Statements so surely we can squeeze quotes in. Would make it so so so much easier to operate a complete accounting system as there is currently no streamline cloud quoting software, we run our business on cloud and unless you want to pay top dollar there is just nothing available.
Maybe you should take a look at one of your competitors in the cloud to see how they do quoting – namely Saasu (and I mention this as I REALLY want to change to Xero, but the lack of a comprehensive quoting module is a deal-breaker for me!).
In Sassu, a quote is generated, and when accepted is changed to a sales order. Once the goods or services have been shipped/done, the sales order is changed to an invoice. I think the magic lies in the way you treat your invoices. You shouldn’t separate the quoting from the invoicing, but merely add quoting as an initial step.
Steve
Yep i agree, Quotes are a huge part of running a business and needs to be addressed asap. This would complete the great package. steve
Brendon
Hi Rod and Andrew,
Its been 1 year Rod, and 6 months Andrew. How can this still not be a priority? Every tradesperson needs to use this function. Are tradespeople not part of the XERO business strategy? The average business in NZ is a plumber.
I dont get this??? Very frustrating…nearly the best product!
Agree with Brendon. Its been over a year! I’m sick of having to do a draft invoice to do a quote.
Xero is a great piece of software. I would also like to vote for the Quoting module. Would be a massive improvement. I am currently using Billings (http://www.marketcircle.com/billings/) which is awesome, but really want to use Xero for Quoting & Invoicing… currently I don’t even use the invoice feature in Xero as Billings is so simple to use & keeps it all in the one place.
Brett
Just to support the already common theme here, I love Xero, but the lack of a quoting function held me back for a long time making the swap over to Xero. I now use Xero as my financial management package, and I really do love it, but the lack of a comprehensive quoting facility is a real ankle biter. Someone earlier mentioned the system generating a quote, followed by a purchase order and then the invoice, this would be fantastic…
David Keane
Quoting is really something that is needed – we don’t mind if its something that is integrated by a 3rd party – but having it is a key business tool – please keep up the good work
Mark Broadbent
Like others I would like to put forward my wish for a proper quoting system. As a freelancer I put out more quotes than invoices, being able to integrate and track these down the line are a must have feature for me and a struggle without.
Richard B
Agreed – we would definitely like to see the ability to easily create quotes. At the moment, we have to create these manually via Word / create PDF, which is far from ideal.
Tristan K
Another vote for quoting functionality. I had assumed this would be included and I’m quite surprised it is not. Seems like a basic function as a precursor to invoicing for many businesses.
Doug H
We are recommending clients to Xero, some objections to move to Xero is it’s lack of quoting ability. More work on this functionality would be worthwhile.
Brett
I’m sad to find this blog post. I was pretty much all set to sign up to Xero and went looking how to do a quote then turn it into an invoice (somthing I need to do for every job). I find this and see that the feature doesn’t really exist. Kind of saddens me to see that this has been in the radar since 2010 and nothing has been done about it. 
I use the method in the video to create quotes and it works in a fasion. One issue is the Paypal link to give the option to pay does not display on a draft invoice. Second the file created when you email is call INV-00XXX.pdf so you have to save it localy and rename the file to Quote- 00XXX.pdf which then means you can’t email directly from Xero. It workable and not too far off what we need but just need a bit more functionality. Please make this a priority to improve , it must be getting to the top of the pile now.
Rory Walters
Hi, I believe what everyone here would like to see including me is two things, 1 being Quoting, It would make this amazing program perfect and make 99% of your users lives a lot easier and help them with a smother running company including myself.
The 2nd one is the users would like to hear from Xero is a date as to which we will see this, an actual date not a its in the list to be done,
Thank you for your amazing system, cant wait for perfection
Rory
D Allen
After reading these posts I am really having a hard time with using this for my business. I would think at $30 a month you should get quotes. It will be hard on me to pay $20 from someone for else for quotes plus your $30 to get this done.
Dave
Adrienne
Come on Xero, you advising changing of the draft invoice to quote however it then prints with the payment advise portion on the bottom!! Can we not, whilst in settings and making our change also have the option to delete the payment advice? Xero please listen to your clients and make us all 100% happy!!!!!
Both Quotes and Purchase Orders are still on our list and I too would have loved to have been able to deliver both quicker. Doing all I can to push them up the busy queue.
@Adrienne, @Alex – worth noting that the video doesn’t show using the “show payment advice cut-away” option in invoice branding to suppress the payment advice section and DOCX themed documents that give you even more control over how quotes should be displayed.
One school of thought would see quoting as part of a sales process and sales process is handled by CRM, not accounting. If you don’t win the sale then why would you want to clutter an accounting database with non-accounts? I understand that tradtional desktop accounting products have estimate or quote forms but I don’t see that as useful except in possibly a sole trader situation where CRM isn’t seen as required.
A quoting process can be quite complex with large product lists, revision tracking, price refreshing, pricing rules and proposal creation etc. I can see that development of quoting for Xero could easily blow out if not careful, better to handle with a 3rd party software except in a most basic form in Xero to satisfy a sole trader situation.
@Graeme. Yes you could argue that – but we will still do quotes. Also expect that CRM packages can do even more sophisticated quote features.
Cheers
Rod
Nick
Is there any ETA on quoting functionality? It seems like the method shown in the video demands that you edit the name so it doesn’t say “Invoice” meaning you cannot send “quotes” direct. I was hoping to move over to Xero at the start of next financial but if quoting is a long way off I might have to go to Saasu.
Emma
Hi, I’d also like to know what the timescales are for improving the quoting procedure, We have recently signed up to Xero and for us, this is the only downfall.
The problems for us are that it uses the same numbering sequence as invoices so easily gets confused with invoices.
Any feedback would be much appreciated.
Thanks
Andrew
While the current method for quotes isnt ideal, its working pretty well for us … we spent a bit of time modifying the word template which helped. This shouldnt hold new potential users back from enjoying the other benefits of Xero.
Hmmm just tried this but all the fields come out at Invoice No, Invoice Date etc which looks unprofessional, simple tweaks to change this with this workaround
Richard
I want to put my vote in for quotes. It is the one function which is delaying my change over to Xero.
George S
Here here for both Quotes and Purchase Orders. Really tarnishes a wonderful product. I have used the draft quote function and its pretty unprofessional to be sending that out to customers.
I have found a really nice woraround for this:
Slick interface and run by very responsive Kiwis.
I have a builder/bathroom renovator who uses Xero to manage his Quotes, accepted and Completed Jobs and this seems to work quite well.
When a quote is prepared (using a detailed items list for standard pricing) it is saved as a draft and we use a custom invoice template which looks like a letter to the customer explaining the quote, inclusions, the process for acceptance, payment terms etc. Once the client agrees to the job, the Draft Invoice gets submitted for approved.
Once the Job is complete the Invoice is Approved and the invoice layout changed to a Tax Compliant Invoice for the client.
They use the dashboard to see:
Draft = Quotes sent not yet accepted
Awaiting Approval = Accepted Quotes, Scheduled to start
Awaiting Payment = Completed Jobs waiting payment
The system seems to work well for them.
I’d be interested in seeing more detail around the requests for Quotes – what is it you are looking for rather than just saying you want Quotes – i expect i’ll look at other systems to see what they do.
The only thing we seem to be missing is the ability to receive a payment against a “submitted for approval” invoice, it doesn’t happen but if it did i’m sure we will find a solution.
Hope this helps if you want another possible solution.
Claudia
As a really simple work around in the mean time. Could Xero add the ability to delete the due date, and also change the “Invoice Date” and “Invoice Number” titles to “Quote Date” and “Quote Number”. These very simple additions would make a big difference while we wait for a proper quote processes withing Xero.
Brandon Smith
Another vote for better quoting process in Xero.
Gearu
Another vote for better quoting functionality. Some minor improvements would go a long way.
Tracey
Yes , agree with everyone regarding quote function , was trying to find out how to do this today. Seems strange that the first comment on this was Sep 2010 , and with so many comments backing up the need for this , there is still no quote function available nor a time frame when this will be done . Do we have this yet ?
Alison
Hi,
Another vote for quoting system. I have a client who really wants this. I’m really liking the look of Xero but am struggling to persuade my client to use it as he has already seen another system which has quotes available (and its free).
Francis
A better quoting system is essential if i am to remain with Xero. I love the rest.
Surely this is a priority, you cant expect us to go through this process every time,when with simple programing it can be fixed, and made easier. Research which is the best system out there and then implement that in Xero. You will then have the best product on the market.
Time for action!
Kristian
Need quotes guys. Trialling Xero now, was about to sign up with the EOFY. Now going to wait untill this is done. Stuck with MYOB for another year.
Rick
It has now been nearly 2 years since this feature was first asked for. It would be very nice! Otherwise Xero is so much better than MYOB but I am starting to notice a few things not as easy to use as MYOB. But please quoting…implement!
It really seems as though Xero doesn’t want to update this part of their system. They just keep saying “you can go with our partner quotient”.
I really think this should be a standard feature of any leading accounting software.
I’ll definitely be on board with Xero once they implement this, but until then, I’ll stick with Saasu.
Tony
We are seriously looking to migrate to Xero , BUT seeing that users have been crying for 2 years for a feature that is also critical to our workflow, we are skeptical and are having second thoughts. With no timeline, it could take another 2 years. Sorry, but we can only wait so long.
David Cunial
We need the quoting system asap,and how about spell check whats a program with out both of these, if knew i would off waited longer to join.
I’m a Xero lover. Just want to add to the feedback that I would really really like to see quotes as a priority. Thanks heaps
Christo Bresler
I also think this should be a standard feature of any leading accounting software. One more vote for better quoting functionality.
Tom Trainer
Got a client who would change to Xero now if it could do quotes.
Ok, looking to sign up to Xero, but to read people are waiting for 2 years for something that should be standard worries me. Not just from the standpoint of the missing functionality, but more over the reluctance to listen to customers for the service required. XERO – time to tell people when this is really happening, they look to have waited long enough. Apart from that the system looks pretty good.
cedric
You would think that this would be one of the first main feature… And this thread is 2 years old… Really?
Megan
I want to be able to send quotes, am appalled to find this discussion. Are Xero intending on resolving this or not? 2 years is a long time to have it on the list of things to do, could be a deal breaker for me.
aaron
please. quoting. please
Tiny Giant Studios
Are there any new developments on the much-requested quoting feature?
So still no quotes then?
shane
If Quotes and Purchase Orders are on your list to do. Would you have an ETA on when they will be available.
Some 9 months ago I commented here that logically quoting is a part of a sales process and hence is a CRM task, rather than an accounting process. In that time nothing much has changed; there are web applications for quoting but nothing that comes close to the completeness of the feature-set that is available in desktop quoting applications.No surprise, given that desktop quoting apps. have evolved over many years, reproducing that in a web application is a huge task.
What really is the looming game-changer is the pending (early 2013) release of Microsoft Surface Pro – Windows 8 on a tablet device. Suddenly the capability of combining the rich heritage of desktop apps. with cloud services. Why wouldn’t you run a desktop CRM and/or quoting application integrated to Xero to get the best of both worlds. It certainly is really interesting times, flexibility is about to get way better as hybrid offline/online options become a reality.
Zalia
I’m really dissapointed in the fact that you have to purchase “Quoteint” if you want to produce quotations for XERO……!
Olvier
I do agree with everyone regarding the quote function. I was also trying to find out how to do this today and now seriously doubting to migrate to Xero. Indeed this feature is more than critical to any SMB’s workflow and this should absolutely be a standard feature of any leading accounting software.
This being said, the “custom basic quote” process shown in the video an interesting “hack” but…is there any way to set a specific numbering sequence to a custom template?? Otherwise each new quote would increase invoice numbering, which really makes no sense.
What do you think?
Adam Lavery
More than two years now since this post was started and still nothing even on the horizon as far as quotes goes. The excuse of “we’re working on other things” wears thin after a few months. How is it that in 2yrs you have not be able to employ even temporary contract staff to add this much requested feature (that most would agree should have been there from the start)? Isn’t that part of the SaaS paradigm – new features are released much sooner than traditional software release schedules allow?
Piyush Vig
Guys. C’mon. Please pick up your game. In the online world, changes need to come quick and requests/features need to be implemented even quicker. I think all the cloud based companies would agree.
Your recommendation to use the “hack” to prepare quotes is not worth doing as when creating the drafts from the new invoice tab, the heading for the files is always “Invoice – XXXX”. For us to use this feature to build quotes, we have to do take the following steps:
1. Change the option of sending the invoices from “online +pdf attachment” to “Only pdf attachment”. This is required as if you use the inbuilt functionality to send the quotes via email from within the system, the email header goes as “Pay your bills online” whereas this is a quote and not an invoice.
2. Every time we create a quote and save it to drafts (As we cannot send the invoice as per point 1), we will have to save the pdf first locally, edit the name, change it to quote so it makes more sense than “Invoice-XXXX”.
On another note, your team has recommended “Quotient”. Though this is “PAID” and the quotes prepared are great, yet a few flaws that I could see.
1. Quotient does not import contacts from XERO, which means we need to double-type the info into both systems.
2. When creating quotes it works well. But does not give you the option of editing the email template which is sent out to the clients, which means you have to live with what they want on the email (No personalised template for email) unlike XERO, which lets you what you want in the body of the email and also change subject.
3. When the quote is accepted, the communication between quotient and XERO is great but we have issues again where it does not match any of the inventory items in XERO and the item/inventory fields in the imported quotes is empty. User needs to go into the draft and edit the saved draft with inventory items (More effort). So I ask. How can a system be recommended when it is also is a “Hack” to get around quoting in XERO.
In saying that, as a standalone product” Quotient” is a great App.
I am sure XERO’s team has a lot of fantastic features in queue to be launched. But if no one pays attention to the BLOG and customer requests, I don’t see how else we can raise our requests and opinion.
another lost customer…love xero want to transfer to it but can’t without the quoting element. The hack for quoting just isn’t good enough, still with MYOB but really to change…
Hi Everyone – Quotes and Purchase Orders are still in our sights but we haven’t progressed as fast as we’d have liked. Not to say we’ve been sitting around twiddling our thumbs but have been doing lots of other work in the meantime, extending the product and working on other popular features.
Things are moving though, and as I discussed in a recent post (http://blog.xero.com/2012/11/new-dashboards-for-sales-and-purchases/), the upcoming changes to the AR/AP dashboards are part of the move to accommodate these features next year.
…oh, and don’t forget to vote for Quotes (https://community.xero.com/business/discussion/51281/) and/or Purchase Orders (https://community.xero.com/business/discussion/52941/) to keep the pressure on!
Gillian Macleod
Have just wasted a couple of very frustrating hours trying to work this out-it does not work at all like the video. this is on top of many hours un yet resolved trying to upload a logo.I find that xero is actually extremely limited and that is how I continue to use it. Someone will catch up soon and xero will not be so popular.
@xero – Any further updates on quotes?
Hi Everyone – I thought it might be of value to let you know that Socket, our online quoting software has recently been integrated with Xero.
Socket lets you create, send, and manage quotes online with website & CRM integration, online payments and lots more. We are also working on an online Purchase Order feature that we plan on rolling out in the next couple of weeks.
You can read more about the integration with Xero at http://www.socketapp.com/features/third-party-integrations/xero. To learn more about how Socket works, see http://www.socketapp.com/how-it-works/.
Debbie Splodge
Come on Xero, its all good but wheres the quotes, there are posts dating back ages here regarding it – lets get it done!
Leanne
Please get this quote feature together! Following this video, it still leaves in the cutaway payment page and unlike varying a standard invoice, you can’t remove this from the docx file… I don’t want to purchase an add on – shouldn’t this be a standard feature?
As a current Xero customer, I find this frustrating too. Asking us to use a partner and spend more money really stinks.
+1 Vote for quoting…
Nick C.
I too would really like to see a quote feature.
I have been waiting for it for years.
Matthew
Seriously was going to sign up and a lot of friends too. But no quoting facilities kill xero as a smb solution
Hi Everyone,
Here’s an update of where we’re at with Quotes – which is certainly in our sights if not your hands yet. Our plan is,
1. New Sales and Purchase dashboards to provide a home to put Quotes and Purchase Orders (completed)
2. Add Purchase Order functionality (development started) – this was deemed the most pressing requirement, lots of feedback from partners and business owner, particularly out of Australia. In many scenarios it’s simply not possible to purchase goods without producing a PO and doing this outside of Xero is obviously not ideal when managing this workflow. This priority is also reflected (just!) from votes in Community (https://community.xero.com/business/topic/23/1/votes), currently sitting at #2. Can’t give a delivery date at this stage but it’s a few months off yet.
3. Add Quotes (in analysis and design) – close behind on community at #3, this work has begun in terms of scoping and design but we’re not yet in a position to mobilize the development effort yet. It will be delivered after Purchase Orders.
So, apologies for Quotes not being ready earlier, we are listening and I am personally doing everything I can to get these new features to you as soon as possible.
Thanks
Lisa Dickson
That’s great news Andrew, I have an increasing number of clients looking for sales and purchase order processing. I look forward to both being released!
Andy
Yes, quotes is kind of fundamental, and an easy way to have quuotes accepted on a deposit and managing the whole final invoice x days before delivery etc. I hope this is coming????
Sharon
Bit of a flaw in the vote system for improvements if potential customers can’t vote. Seems to me that if all the people who don’t switch to Xero because of the lack of a quote function were able to vote, then you might have had to prioritise it by now. Fletchers and EQC are requesting quotes from subcontractors now so this is a huge hassle for us to muck about with docx files that not everyone has the office software to open.
Matt sound advice
I have just read this entire blog and was all ready to go with draft invoicing etc I even set up a estimate template and an invoice template so I choose which type to send etcbut now I see how long this has dragged on for I have lost all confidence in zero but hey I’m with myob live accounts and they are no better but are half the price monthly
Haha, you guys are all missing the point. Maybe you don’t know… Xero owns WorkFlowMax, which is an add on that offers quoting and of course, charges a monthly fee ($15 – $199 / month depending on number of users). Why on earth would they give up that revenue stream?
Fine with me, since adding on has much better options than WorkFlowMax, namely, ProWorkFlow or Harvest. So, yeah, they want to monetize the quoting aspect, just wish they had been honest about it from the get go. Why not just add it in to Xero at a higher monthly fee? They would see more revenue that way. The way things are going, there is too much competition against WorkFlowMax to make as much money as they would by just adding it in for a higher monthly fee to Xero (upsell). Just simple marketing common sense. This would also translate to more product loyalty and better brand positioning.
Anyway, I’m debating now between ProWorkFlow and Harvest. Harvest is nice because it can handle quoting and retainers (deposits) which can be held on a per client basis, invoiced separately as a retainer invoice, and applied to invoices for that client as needed. Great feature. However, ProWorkFlow seems to have more robust time tracking features and has better widgets. Word is on the boards that the Harvest widgets (not the software, just the widgets and cell phone app) don’t sync well and make tons of errors on time tracking. Still, that retainer function is very cool.
Makes me wonder… Do we need 3 applications to form a good end to end system? For example, Xero + ProWorkFlow + another app that handles more stylized quoting (like Quotient or Quote Roller) and can also do the retainers? Maybe 4 applications? Who knows. I need to figure this out ASAP, also the workflow needs to be considered. How will the info pass through to Xero with so many different apps bringing data in? Or, should they be just kept separate to some degree? For example, it’s not really necessary that the quoting be synced with it’s resulting invoice (if any), nice, but not necessary. I guess I just want the best of all worlds. A complete, efficient, amazing end to end system. Haha, we can dream, right? Food for thought.
@Ty Mischievous and untrue.
We have said many times that work is well under way for what we call our ‘Order to Cash’ workflows which includes Purchase Orders, Quotes and Simple Stock. There is simply a lot of work to do to get to Xero quality and we have some technical debt to catch up on having grown so fast. But well in hand.
We think there will be great opportunities for good 3rd party add-ons like WorkflowMax (which we do own), ProWorkFlow and Quotient etc. We only plan to do the mass market features, not specialty ones.
We deliberately have not rebranded WFM as we want it to compete with our other great partners who are specialists in their own rights. We value our ecosystem so that decision was easy. We acquired WFM so we could build our Practice Management offering and that is progressing well. That provides much more value to Xero than specialist job management software.
All add-on partners are working hard on integrations and we are making our API smarter so that customers can choose the best combinations for their business. Making the interfaces easier is a goal of all of us.
I do expect we’ll see some consolidation over the years but still massive opportunities.
@Rod
I was interested in your post about WorkflowMax as we are currently using ProWorkflow and are considering moving to TrafficLive as it looks like a better system (we have a few workflow issues with ProWorkflow that are causing a lot of wasted time each month). TrafficLive looks great as it is built specifically for creative agencies but it has a hefty price tag, min £2,100 setup & training, plus I really don’t like the charge for Xero integration being applied to each user as only one or two use this feature! WorkflowMax seems to offer most of the same functionality for a lot lower cost. The Lead Management would save us also using OnePageCRM which we love but is as @Ty says just another system to use and pay for.
My query is, as you say that purchase was to expand your Practice Management offering would that make it potentially a bad choice for a creative agency? As I say it looks to do what we need now but if it gets taken down an accountancy route to our detriment I would really regret migrating!
I appreciate you may not be able to advise against it but as Xero is our accountancy package of choice anything that resembles impartial advice would be greatly appreciated!
@Rupert, the WFM team has had a lot to do to make Xero awesome for Accountants and are well through a UI refresh right now. We have approved additional head count for the WFM team so they can continue to deliver a great product for all service businesses. Creative agencies are key vertical for us and keen to hear what we can do to make it even better for you.
@Ty @Rupert just further to this, there are some really useful discussions going on in our community forum, Using Xero Add-ons: https://community.xero.com/business/topic/68141/
This thread is the kind of thing we love, real users sharing their experiences: https://community.xero.com/business/discussion/1179149/
Be great to have you share your questions or insights.
bill roberts
@Rod Dury can you give me an indication of how long it will be before xero has a built in quote function which say is being worked on. I do not need all the stuff that WFM has and its seems crazy that i should have to set up and pay for another system like quotient for what should be simple quore functionality
@Bill, we’re working on it. Purchase Orders are first but we have had to do some clean up work that has taken a bit longer than planned (which will give the entire up app some great benefits). With that done you’ll see our cadence increase in this area.
No one more than me would love to have it now. It’s months though.
In the meantime the partner apps are looking good.
Sorry, but we have so much to do and we’re working hard. We hear you.
Sod Oscarfono
It seems to me that Xero should adjust their priorities according to consumer demand. And consumer demand is well in favour of a comprehensive quote to cash solution.
Having used Xero for a number of months now, there are definite strengths and weaknesses. The quoting system being the biggest drawback from our perspective, and yet such a necessary part of running a business.
Just my two cents.
Hmmm…. A little devastated that Xero has no Quote facility. I assumed that a Draft Invoice was what you called a Quote, then found a few issues, like the INV- prefix etc.. etc..
So I did some digging, and found this post. Well at least I was on the right track for a work around.
I like the post by “Serge Crismale” – I’m sure a few more people on here have used the work around to get a decent Quote going… would love to see some templates.
Anyway the Add-ons are an option. But not justified, especially for small business, one man band prices are fine, but as soon as it jumps to a few people the price structure is too high! – I cant justify spending $50 a month on Xero and another $40 on Quotient !!
So – where are we at with the Quoting facility Guys ???????
Ryan G
I am looking for an online accounting package to replace QuickBooks and was excited about Xero but without a quoting system and purchase order system, it’s a no go. Especially since Intuit finally has an online edition for Canadians that has these features built in for the same monthly cost.
Michael N R
It seems that Quotient is a pretty slick 3rd party app that creates GREAT quotes and converts them into invoices within Xero. I don’t understand why poeple don’t know this yet or why Xero isn’t pushing this more as a preferred partner or something.
Hi, Are there plans to improve the quoting system?
It seems to be more of a hack than a feature!