Streamline Your Sales Process With Xero Quotes

Some good news to kick off 2015 — a new release of Xero!

The standout feature of this release is Quotes, giving you the ability to quickly and easily create and send a quote and turn it into an invoice (when the quote is accepted). Quotes can also be customised to meet the specific needs of a business.

An updated Sales Dashboard also makes it easy to look up the status of a quote and see what quotes are in play.

Xero have made some other nifty improvements, so you can customise titles in text blocks in the latest reports, use dynamic placeholders on repeating journals and have access to an inbuilt calculator on conversion balances.

Take a look at how easy it is to use Xeros new quote feature via the video.

Please feel free to contact us if you have any questions about Xero. If you dont currently use Xero you can request a FREE 30 day trial.

Kind regards,

CHJ FINANCIAL TEAM

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