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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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  • 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!

  • Nick Unwin commented  ·   ·  Report

    100% - Share a link to a quote with the ability for client to accept (turns quote to invoice) then pay via CC instantly.

    We use Stripe to do this now.

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