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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.

47 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • Karina Chajka commented  ·   ·  Report

    7 months since this was raised and we are still waiting for a resolution to make this an option instead of a default? Xero you need to lift your game, you are not living up to your reputation

  • Adam Farrugia commented  ·   ·  Report

    Very important to us as customers do not read the email and just click on the PDF. As a result we do not know if customers have received the quote correctly as customers often do not give correct email details for quotes, ie give us the email address for their accounts and not purchasing section.

    we want to know that a quote has been viewed and removing the PDF will force customers to do this.

  • Mathew Swaffield commented  ·   ·  Report

    Really need to remove quote PDF attachment from the quote process, I have so many clients not knowing how to accept a quote as people simply don't read the email and just go directly to the PDF as a default resulting in me having to verbally explain the process as well as not knowing if/when they have viewed the quote, resulting in further delays in communications between my business and my clients

  • Brandon Flath commented  ·   ·  Report

    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.

  • Nick Unwin commented  ·   ·  Report

    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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