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.
AdminXero Team
(Admin, Xero)
shared this idea
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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Simon Leaity
commented
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
This surely has got to be easy to implement. Please hurry this, it's been wanting for a long time!
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Nick Unwin
commented
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.