How To Create and Send a Quote in Xero (Xero Tutorial)
Sending professional quotes to prospects is crucial for converting leads into paying clients. In this Xero tutorial, I'll show you how to easily create, customise, and send quotes right from Xero.

This video covers:
- Setting up a quote template with your branding and details
- Adding products/services, descriptions, quantities and rates
- Calculating totals
- Sending quotes directly to prospects via email
- Creating invoices from accepted quotes with one click
- Emailing invoices to clients who accept the quote

With Xero's quoting tool, you can quickly draft proposals, get client approval, and turn quotes into invoices for payment. This keeps everything organised in one place.

Whether you're a freelancer, agency, or small business, this tutorial will help you create polished quotes that win more business. Follow along, and I'll show you step-by-step how to produce professional quotes with Xero!


MDH Accountants is an award-winning firm based in Accountants Surrey and Accountants London. Our Director Michael Hemme is known as the Wealth Whisperer!


Time Stamps:

00:00 - Intro
00:22 - Creating a new quote
01:40 - Sending your quote
02:10 - Create an invoice from your quote
03:00 - Sending your invoice

Contact Us & Book a Meeting

Calendly:
[ Ссылка ]

Join Our Business Growth Programme:
[ Ссылка ]

MDH Main website:
[ Ссылка ]

Business Growth Book
[ Ссылка ]

Tax Saving:
74 Ways To Pay Less Tax
[ Ссылка ]

Funding: A Free Guide for Business Owners in The UK:
[ Ссылка ]

[ Ссылка ]

свернуть