Long awaited feature “Quotes” has been released in Xero. All users that have been using Invoice Templates, Draft Invoices or Word as a work around can celebrate that quoting can now be done within Xero.
We know that many of you, in the absence of Quotes, have been using quoting add-ons like Quotient and QuoteRoller. If you have gone through the investment of setting up custom templates and a sales tracking process, we recommend that you continue to use those products.
Quotes are great for low frequency sales such as professional services businesses, as the feature has its limitations. There is a simple workflow but no tracking or reports so if sales are core to your business, this is unlikely to be robust enough for your needs.
If quoting is a core part of your business process and you want to find the right solution then contact the team at YourModern.co who can provide you with a systems assessment. Just call Dan Farthing on 0408 353 355.
Here’s a short video to learn how to use quotes
Other new releases in Xero
Copy quote to purchase order or bill In addition to copying a quote to quote or an invoice, you can now also copy a quote to a purchase order or a bill.
Filter new reports by tracking If you use tracking, you can now filter any of the new style reports by your tracking categories.
Repeating journal placeholders On repeating journals, you can now insert placeholders in both the Narration and Description fields.