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# Send a Xero quote from to.co

Last checked 2026-11-11

You need Xero connected (see [Use to.co with Xero](https://to.co/en-ca/help/xero)), and to be an Owner or Finance member.

1. In my.to.co, go to **Documents** and open the Xero quote.
2. Choose **Send**. A draft of the quote opens, with the same lines, prices, tax and expiry date.
3. Check it. You can edit it.
4. Choose **Issue**. It gets a number, a signature and a PDF.
5. Choose **Send by email**, or **Send** for a business you trade with on to.co. The email address from Xero is filled in.

We add a note to the quote in Xero. Its status in Xero doesn't change.

## If it can't be sent

- **Declined or closed in Xero**: reopen it in Xero.
- **Expired**: change its expiry date in Xero.
- **Unknown tax on a line**: set the line's tax rate in Xero.

A customer who got the quote by email accepts it by contacting you. A business on to.co can order it there.