Features · On the Standard plan

Quotes customers accept online, synced to Xero

Stop copying prices between a spreadsheet, a Word template and your accounts. Build the quote where the deal lives, and let the customer accept it with one click.

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A deal record: value, close date and probability, stage path, details and a timeline with a call, a note and an attached proposal. — Each deal with its stage, value, files and history.

What you get

From your price list

Add products and services with prices, then build quotes from them with quantities, VAT and discounts.

Accept online

Your customer opens a link, views the quote, downloads the PDF and accepts it online.

Deal marked won

Acceptance marks the deal won and logs it on the timeline, so your pipeline and forecast stay right.

Draft invoice in Xero

With Xero connected, an accepted quote becomes a draft sales invoice in Xero, ready to check and send.

Set it up

Add your products in Settings › Quotes & Xero, with your VAT number and terms.
Open a deal and create a quote.
Send the link; when it is accepted, review the draft invoice in Xero.

Questions

Do I need Xero?

No. Quotes, PDFs and online acceptance work on their own; Xero is optional.

Which plan includes quotes?

Standard, at £10 per user per month or £100 per user per year, plus VAT.

Pricing

Basic is free for up to 2 users and 500 companies. Standard is £10 per user per month (or £100 per user per year) with unlimited users and companies. Your first workspace gets Standard free for 30 days, no card needed. Prices exclude VAT.

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