Quotes - Remove PDF attachment from email
Ability to remove PDF attachment when emailing quotes from Xero.
Purpose: To make the receiver of the quote click the link instead, so users’ will know that the quotes have been opened. Because if they choose to open the PDF attachment, users’ will not know whether quotes have been opened or not.
AdminXero Team
(Admin, Xero)
shared this idea
Hi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here.
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Brandon Flath
commented
This is mission critical as we have some confidentiality agreements that we can't include a pdf. Not to mention some clients web filters and security policies block pdf attachments. Please enable the option to NOT include the pdf of the quote, we should be able to pick, just link, just pdf or both.
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Nick Unwin
commented
It'd be easier if quotes just had a "Share" button like invoices do so you can copy into an email.
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Norman Bedford
commented
Has anything been done to resolve this issue ?
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Ryan Calvert
commented
please remove pdf attachment from quotes