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Xero Quotes

Create draft Xero quotes in Exsalerate for approval and sending

Eve Whyte avatar
Written by Eve Whyte
Updated over a week ago

Create a draft quote within your Exsalerate client profile and push it across to Xero for approval and emailing

First make sure the client record is connected to Xero

Click add quote you will see a list of all previous Xero quotes issued to the lead/customer/company.

Enter quote details, click save and push it over to Xero for approval/emailing to the client.

A PDF copy of the quote is created within the Exsalerate client profile under the Xero quotes tab

Here it is in Xero

Print PDF, attach it to an email via the Exsalerate Outlook or Gmail integration and the correspondence will file against the Exsalerate client profile.

Once the quote is accepted and the business is WON you can also create a draft invoice from Exsalerate too.

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