Quote - Get a link that can be shared externally
Ability to get quote links so users can also send it from their own/other email address.
Purpose: To simplify the current workflow. As users’ currently sending a quote to themselves from Xero, and then copy the link out of there.
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Gordon Lyon commented
Another reason this would be useful is that the quote emails sent by Xero don't always come quickly. As I type this, I'm sitting around reloading my email inbox waiting for a quote to show up just so I have the link to send to the customer. If this was an invoice, I would have just used the "Get link" option and been done.
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Gordon Lyon commented
It's worth noting that Xero invoices currently offer this feature from the "three dots" option menu and this would be a perfect place to add this on quotes. Xero could make the quote and invoice menus more consistent in order and wording at the same time. The first three items in the invoice menu are "Edit", "Email", "Get link". For quotes, it calls them "Revise" and "Send" and puts them in different spots in the menu. And of course quotes don't even have a "Get link" option, which is the point of this suggestion. Right now I have to send the quote to myself in email just to get the link!
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Joe Edgley commented
Please add this functionality. Hopeless quoting function when having to send separately from an email.
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Nick Unwin commented
Any risk of hearing from Xero about this? Or chance of a simple 'copy link' button being implemented?
3-4 times a day this frustrates me. Xero is not great for business who quote jobs often.
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steve Jones commented
Wow - its been years asking for this feature...
In the meantime, I've found a workaround if people are interested?
You make sure you are copied into the sending of the quote email - it's a little checkbox in Xero (the email actually includes the link itself).
- Then redirect the email you've received to an email parsing service.
- Using APIs this then 'rips out the URL',
- finds the record to add URL to (in your CRM - eg. ClickMovements or Hubspot or Salesforce)
- adds URL to the Deal/Contact record.You can then send it automatically wherever or use it to trigger automations or dripped reminders - really powerful. Get in touch if you'd like some help. Steve - steve@clickmovements.com
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Ben Madden commented
This is becoming a key feature request with our clients using Xero. The quotes system is so similar to the invoice system surely it could be enabled without to much effort.
Not sure if here or on user voice site does Xero developers use to decide on? - https://xero.uservoice.com/forums/5528-accounting-api/suggestions/45208057-expose-the-online-quotes-url-via-the-xero-api -
Phill Davis commented
Please can this be implemented, this has been going on since 2015!
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Nick Unwin commented
Surely using SAME user experience the invoices ALREADY have, Share Invoice, can't take YEARS to implement to the quote system.
Pestering accounts to swap to MYOB or Quickbooks as this is a daily drag for the sales team.
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Renae Smith commented
Come on Xero, if you want to maintain and attract new customers, we need the basics attended to. Putting in a quote link should be a top priority
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Michelle Smit commented
Argh! Same old story with Xero quotes. No auto reminders (STILL) and no easy was of obtaining a link to a customer quote. Very poor. I'm having to create a Zap between Xero and one of our other apps to automatically send a reminder to our customers if they haven't accepted their quote - it's insane!
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Hugh Carling commented
Can't believe this hasn't been done yet. We wrote off using Xero for Quotes nearly four years ago because of this. Revisted just now...and here we are. Basically a useless feature without it, for all the reasons given below.
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Gordon Lyon commented
YES! All of Xero's efforts making nice online quotes are somewhat wasted when it's so hard to get a link to them. This is especially when I'm generating several similar quotes (e.g. 1 year of maintenance, 3 years, and 5 years). I like to just send an email with a list of quotes and links rather than bombard the customers with individual emails. Right now I have to email each quote to myself first and fish out the links. It's inefficient and error prone. All Xero needs to do is add a "share -> get link" feature like invoicing already has.
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Jason Jenkins commented
I have customers whose email systems block Xero emails every time, so having an easy way to generate a quote link I can send from my email would be quite helpful.
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Charisse White commented
Is there a way that we can extract the link to send the quote to client?
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Nick Unwin commented
2015 to 2023 and still wait to include the same functionality invoices have...
This is a frustration every single day for us.
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Thomas Vandermark commented
need this asap
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Roger Kennett commented
Seems like this is a very easy implementation for a big benefit. :)
Especially with no delay-send for quotes or invoices, at least with this I can use normal email with delay-send. -
Scott Roberts commented
Such a basic functionality – let's go guys.
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Nick Unwin commented
any update!?
Save > Send to myself > Copy link > delete email.... seems idiotic when Share > Get Link ALREADY exists on invoices
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Jon Lister commented
PLEASE IMPLEMENT THIS!!!