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Quotes - Preview option

Ability to have preview options for quotes

Purpose: To make sure that quotes can be printed nicely.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Gavin Comer commented  ·   ·  Report

    Need to preview so I can screenshot on phone and send to customer.

  • Naaria Wilson-Bairds commented  ·   ·  Report

    A preview feature NEEDS to be added just like it is for invoices, I shouldn’t have to waste time emailing myself the quote to make sure it’s all correct and looks good for the client. Very simple for Xero to add

  • William Cooper commented  ·   ·  Report

    I send all my quotes via Facebook messenger or watsapp so to be able to preview the quote and screenshot it to then send it as a photo is critical!

  • Xtreme Audio Visual commented  ·   ·  Report

    I really need a preview of the quote instead I end up emailing myself.. and checking for errors etc
    Would be nice to have preview on quotes as there is on the Invoice Preview

  • Sandy Shadwell commented  ·   ·  Report

    I have to send the invoice to myself to check that it is correct - which is MOST inconvenient and time wasting.
    Then print again to see if there are errors.
    Having to set the tax each time is also inefficient - it creates an opportunity for error. Annoying!

  • Scott De Laine commented  ·   ·  Report

    Very Important.
    It's crazy that this isn't a thing ,its crazy this form is full of simple logical things that Xero does not do. It's a feature on other book keeping apps that we payed significantly less for.

  • MARCELA DE AVILA commented  ·   ·  Report

    It's crucial to have a preview button in quotes in order to be more efficient, I can't download a pdf every time I need to look at a quote before sending it to a client. Please take this into consideration, especially since you have that option for invoices.

  • Rocco Pollifrone commented  ·   ·  Report

    Please consider preview button for quoting, nothing worse than sending a quote out that cant be overlooked before sending, i currently need to email to myself then send to client. theres things in the app that are less important and installed on xero and a preview quote button is still not available. WE WANT THE **** OPTIONS

  • Focus Accounts commented  ·   ·  Report

    Preview option for quotes would be a material improvement and move towards alignment of the various entities.

  • Sandy Shadwell commented  ·   ·  Report

    This is not innovative. This is a step BACK. Revert please. SOONEST

  • Colleen Mogensen commented  ·   ·  Report

    I don't like the new format at all. I copy the information from the quote over to a Purchase Order and the old format was way better. Thank you

  • Rob Purser commented  ·   ·  Report

    Having preview option on the new format for quotes