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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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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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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.

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  • Peter McQuoid commented  ·   ·  Report

    Yes please I prefer to send quotes via our email system. Need the link to be available.

  • Jonathan Krause commented  ·   ·  Report

    This would make Xero so much more useful to us. Please implement this ASAP!

  • Nick Unwin commented  ·   ·  Report

    perplexed how this is a thing on invoices but not quotes??

  • Michael Gibbs commented  ·   ·  Report

    Yep, just discovered I can't share a link via SMS to a quote. What year is this again? Get it together Xero devs, you're living in the past..

  • Taryn Raymond commented  ·   ·  Report

    Crazy this was requested originally nearly 8 years ago ! ... CUMMON Xero ... better functionality like this is is much more important than the latest round of prettier screens / reports - how about listening to your users ?? and acting on simple suggestions like this a whole lot faster

  • Nick Unwin commented  ·   ·  Report

    This functionality already exists for invoices. Why not quotes?

  • steve Jones commented  ·   ·  Report

    come on xero - and make this available through API too ...

  • Rua Acorn commented  ·   ·  Report

    Yes, this seems to be an oversight, not already being possible.

  • Laundon Peacocok commented  ·   ·  Report

    This costs us so much time and would be such an easy fix. Please add get quote link!

  • Rezio LLC commented  ·   ·  Report

    Emailing ourselves to generate a link is a huge waste of time when you have to do this over and over....this is a must-have.

  • Nick Unwin commented  ·   ·  Report

    same... and it sucks.

    click send > delete customer email > type mine > Send > get email and copy link to my actual email

    Should be exactly the same as invoices. Share > Copy link

  • Mike Schwede commented  ·   ·  Report

    I often send a individual email with a presentation and link to the online quote. So I always have to send myself the offer to obtain the quote link. This should be directly accessible in the quotes editing (or preview which is missing too).

  • Simon Leaity commented  ·   ·  Report

    Xero, please enable the ability to share a quote like you can with an invoice
    I do a lot of business via social media and txt and simply don't get customers email addresses.

  • Dean Tavener commented  ·   ·  Report

    This surely has got to be easy to implement. Please hurry this, it's been wanting for a long time!

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