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Quoting with Xero

Do you send quotes to your customers? If so, you’ll probably include information about your services and products, breakdowns of prices, and critical terms & conditions. Sounds simple, right? However, did you know that ineffective quoting practices can also cost you sales? If it typically takes your sales force a long time to create, send or follow up on quotes, this area will become the bottleneck in your business. And, as a consequence, sales will be completed slower and – in some case – just lost.

However, there is a solution. Xero’s cloud accounting software is the easy way to quote. It’s fast, user-friendly and comes with countless time and money saving features. Best of all, if you need a helping hand setting up Xero and using it day-to-day, Flow’s team of expert cloud accountants can walk you through this process.

Securing new business with quotes

Generating quotes quickly and following them up are often time-consuming tasks. In fact, many companies push quotes to the sidelines when more pressing day-to-day work is in order. Conversely, being quick off the mark with a quote and following it up in a timely fashion can help you secure more business. Xero can help you create, send and manage your quotes workflow and make it easy to keep track of what’s needed and when. Here’s how:

Going mobile – With Xero, quotes can be created on the road, so you don’t have to wait until you’re back at your office again. Simply log-in to the app using your smartphone or tablet and as long as you have internet access you can quote on the spot.

Convert quotes into invoices – Once a customer accepts a piece of work, you can transform your quote into an invoice that can be paid online by the client in a way that is convenient.

Avoid effort duplication – You can duplicate previous quotes and use them as outlines for new quotes. This includes the same contact and pricing information you use elsewhere in Xero. As a result, you can avoid a duplication of efforts and save valuable time.

Faster results – You can send quotes by e-mail or post. An e-mail has the added benefit of being instant for you and your customers. And, in turn, the recipient can quickly and easily accept, decline or comment on your quote.

Trackable – With Xero’s reporting and searching features, you can locate and interrogate information about your business’s quoting activities. This is handy when you need to chase up enquiries and push for feedback.

Improving your workflow with Flow

If you want to get the most out of your Xero software, we can help you get to grips with everything from quoting and invoicing to reporting and forecasting. Whether you’d like a bespoke quote template or need help creating reports, our team of cloud account experts have the know-how and experience to make it happen.

We understand the apprehension that comes with learning new technology, and that’s why we assign a dedicated client management team to every new account so that you can take control of your business with confidence.