Xero is great for quotes. | TrustRadius

Use Cases and Deployment Scope

We use Xero to create quotes for potential customers. We are able to have different branding themes and templates, which saves us a lot of time.

Pros and Cons

Branding themes.
Templates
Storing customer information.

Display billing and shipping addresses on quotes.
Easily duplicate and edit quotes.
Allow different customer names on a customer profile.

Return on Investment

Time saved making quotes.
Improved conversions as we can track and follow up quotes.

Usability

10

Really straightforward to create quote templates and branding.

Cloud Costs

Doesn't really apply to us.

Ease of Integration

1

SKIP does not apply to us.

Key Insights

Do you think Xero delivers good value for the price?

Yes

Are you happy with Xero's feature set?

Yes

Did Xero live up to sales and marketing promises?

Yes

Did implementation of Xero go as expected?

Yes

Would you buy Xero again?

Yes

Other Software Used

Veeqo, monday sales CRM

Likelihood to Recommend

Creating quotes for customers, especially when your business operates in different countries and therefore requires templates in different languages.