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Xero helps SMBs grow with integrated quoting feature


Xero works while you sleep from Xero Limited on Vimeo.

Small business owners can now grow their business and revenue even faster with Quotes in the latest version of Xero. Xero now puts SMBs completely in control of their sales workflow and allows them to easily collaborate with their advisors to scale their business without ever having to leave their accounting platform or pay for costly add-ons.

“Quotes is another step in our journey to establish Xero as the complete platform for small businesses growth,” said Rod Drury, CEO, Xero. “As online accounting is starting to exceed the features of desktop software we’re now able to look specifically at how to help small business make more money. Robust and integrated processes around quotes and estimates are a great way to improve small businesses performance.”

In a recent global survey* 61% of Xero’s small business customers experienced revenue growth in the past 12 months compared to 33% of the total small business market. Successful businesses are already using Xero and Quotes will further enhance this revenue growth by having more visibility and control over the sales process.

Quotes enables small businesses to:

  • Improve visibility of their sales pipeline: A quote can be tracked through its lifecycle, making it easy to create, manage and follow-up outstanding quotes, before they can easily be turned into invoices for billing. By providing better management, Xero users have more opportunities to secure more work for their business.

  • Rapidly respond to business opportunities: Quotes can be created anytime, anywhere - on the customer’s site, even. Xero makes it easy to create a new quote, copy a previous quote, or to convert a quote into an invoice. Fast turnaround of quotes improves the likelihood of winning new business - and getting more time to work on tasks that add value.

  • Get paid faster: Using quotes allows small businesses to agree terms with their customers, reducing ambiguity and ensuring that everyone is clear on what it is delivered, and when the job is to be paid. Integration with Xero’s invoicing capabilities ensure that work can be seamlessly tracked and charged for. The end result: small businesses get paid faster.

  • Sell value not hours: Agreeing on a price for a job up front allows small businesses to concentrate on selling value not time.

Pricing & Availability:

  • Quotes is available now at no additional cost as part of Xero’s small business accounting solution.

*The results of this study were taken from a random global sample of over 3,000 Xero customers based in Australia, New Zealand, the United States and the United Kingdom. The research was commissioned by Xero and independently conducted by market research company, Perceptive Research.


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