Skip to content
← For small businesses

Enter your idea

For small businesses: Business features

Categories

(thinking…)

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.

65 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, completely appreciate wanting to hear from us on the idea here. Having checked in with our product team we totally get the interest in this idea and creating more consistency between quotes and invoices in Xero.
While we'd like to take a closer look into this down the line, we want to be upfront that there's other work that the team are drawn to atm as a priority and creating a shareable link for a quote is not planned at this stage.
It's definitely on the teams radar and we're keeping an eye on the feedback here, as soon as there's any news to share I'll be sure to update you on this, here.

Show previous admin responses (1)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Nick Unwin commented  ·   ·  Report

    4 to 10 times a daily I say "bloody xero" when I have to email myself to get a share link.

    we've wasted more time than the developers would take to add a simply "copy link" to quotes.

    PLEASE PLEAS PLEASE FIX THIS XERO

  • Timmy O'Mahony commented  ·   ·  Report

    I'm also constantly affected by the lack of this very simple feature and am going to continue to request it through this thread.

  • Rua Acorn commented  ·   ·  Report

    Yes! I have needed this function 4 times in the last week.

  • Nick Unwin commented  ·   ·  Report

    Perhaps we should all start leaving a comment on every time the lack of this feature aggravates us.

    For me, that's 3-4 times per business day as I have to email myself a quote to get the link, to send to a client. Infuriating.

    We've started looking at Stripe and MYOB alternatives. Too many Xero missing features. They're spending all their resources trying to acquire new customers rather than support their exisiting.

  • Timmy O'Mahony commented  ·   ·  Report

    Hello, any update on this addition? To reiterate, it's absurd that we need to send the quote to ourselves first before being able to get the link.

  • Timmy O'Mahony commented  ·   ·  Report

    @Nick Unwin I use Harvest for quoting and invoicing (and timekeeping). I believe it can integrate with Xero but given how poor Xero is in general I'm not holding my breath.

  • Nick Unwin commented  ·   ·  Report

    @Timmy O'Mahony, agreed. Drives me mad. We're in the process of looking at Stripe for quoting and invoicing. What system did you move to?

    Because even if Xero did implement this, right behind it needs to be "accept & pay" because this break between accepting a quote and then us having to convert to an invoice so the customer can pay is so clunky.

    Hence - https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45241183-invoice-automatically-generate-invoices-on-quote

    At the current rate, this should be ready by the time bitcoin is the only remaining global currency

  • Timmy O'Mahony commented  ·   ·  Report

    Just FYI, this missing feature alone has made me stop using quoting and invoicing altogether and I’m now looking at alternative accounting apps in general as the lack of consistency between invoicing and quoting is astounding. Missing such a basic feature such as copying a link is unforgivable. It’s been nearly ten years since this was suggested 😂

  • Nick Unwin commented  ·   ·  Report

    please..... hurry..... up.... this..... is..... agonising.... having.... to.... email...... myself..... 5 to 6.... times.... per.... day....

  • Gordon Lyon commented  ·   ·  Report

    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.

  • Gordon Lyon commented  ·   ·  Report

    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!

  • Joe Edgley commented  ·   ·  Report

    Please add this functionality. Hopeless quoting function when having to send separately from an email.

  • Nick Unwin commented  ·   ·  Report

    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.

  • steve Jones commented  ·   ·  Report

    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

  • Phill Davis commented  ·   ·  Report

    Please can this be implemented, this has been going on since 2015!

  • Nick Unwin commented  ·   ·  Report

    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.

  • Renae Smith commented  ·   ·  Report

    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

  • Michelle Smit commented  ·   ·  Report

    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!

← Previous 1 3