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one of the most frequently asked questions from our clients is how to create quotes in Xero there is no direct method for creating quotes in Xero as it does not have a quotes function but there are two workarounds that you can use both workarounds require some work and setting them up a couple of minutes but once theyre set up theyre very easy to use this workaround uses the new purchase order functionality at zero and this method is ideal for servers invoices rather than item invoices many small businesses that have a need to send quotes for services will probably not use the purchase orders to buy goods and services so keep it for quotes kids are quote separates from the invoices so what do you have to do to get setup well the first thing we have to do is we have to create a new invoice template so we just go down to here into invoice settings and were just going to create a new branding theme Im going to call it quote and were just going to change the purchase order here to sa