Automate Sales Quotes

To help you remove the time, hassle and stress from your invoicing process, Xero users can now use ApprovalMax to create, approve, and send sales quotes to customers. Customers can accept your quote, without needing to access ApprovalMax.

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Getting started with Sales Quotes in ApprovalMax

Prepare quotes faster with quote templates

Ensure quote accuracy with internal approval

Easily share quotes with your customers

See when a customer accepts your quote

How much could your organisation save with ApprovalMax?

Maximize your impact and see how much you can save by automating your approval workflows and streamlining your finance function.

Calculate your savings

How much could your organisation save with ApprovalMax?

How it works

Create quotes

Use our quote creation tool to prepare quotes that are consistent and in line with your offering, every single time.

Approve quotes

Your internal team has the opportunity to approve things such as discounts, resources, delivery dates, job details and more to ensure the quote is legitimate before sending it on.

Send quotes

ApprovalMax sends the sales quote automatically once it’s been fully approved by your internal team members.

Accept quotes

Your customer can accept your sales quote without needing ApprovalMax access. This allows your Sales team to track the status of your quotes and follow up on them.