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[Music] xero makes it easy to manage your customer quotes and keep track of potential business in one place create and send quotes to customers and turn accepted quotes into invoices in two simple steps heres how step one create and send a new customer quote in the business menu select quotes then click new quote or from anywhere in xero click the plus icon and select quote enter the customer or business name either create a new contact or select them from the list if youve already added them to xero set an expiry date for the quote use the description quantity and price fields to enter the details be as specific as you can so the customer knows what theyre being quoted for make sure you set the account and tax rate so xero can categorize the transaction accurately if you set up products and services in xero you can choose them from the item menu and xero will populate the fields for you save as a draft for later or if youre happy with your quote click send confirm the customer na
