Send a Xero quote from to.co
Send a quote you wrote in Xero by email to any customer, or on to.co to a business you trade with.
You need Xero connected (see Use to.co with Xero), and to be an Owner or Finance member.
- In my.to.co, go to Documents and open the Xero quote.
- Choose Send. A draft of the quote opens, with the same lines, prices, tax and expiry date.
- Check it. You can edit it.
- Choose Issue. It gets a number, a signature and a PDF.
- 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.
Still stuck? Use the contact page.