Support of Quotes or Estimates

xero calls them quotes, quickbooks online calls them estimates you might call them proposals or bids in any case, we recommend that you avoid using the quoting feature in xero or quickbooks online; instead, use quotes in salesforce why? quoting is a job for your sales team, not the finance department your finance system should start recording data when the sale is made, not in the middle of a potential sale the sales process largely stops when the customer agrees to the sale, and then sales (or finance) creates the invoice, and finance is responsible for collections here are a few technical reasons to use salesforce quotes instead of quoting in xero/quickbooks online if you don't make the sale, you have the contact details of a non customer cluttering up your accounting system potential customers are best stored in your crm, not your accounting system salesforce’s products are far more sophisticated than the products in xero or quickbooks online quickbooks online has a 5 user limit, so using quickbooks online quotes is not possible for more than a few people on your sales team no integration exists to copy information from xero/quickbooks online quotes back to salesforce salesforce quotes allow you to record each quote sent and everyone in salesforce can see a record of the quotes sent we recommend using salesforce quotes & opportunities when the sale is closed, sync the salesforce quote with the salesforce opportunity, and create an invoice from the closed won opportunity