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Invoices & quotes: Quoting

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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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Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we value your input and sharing with us on your needs here.

While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.

Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.

We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏

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  • Hillary DePuy commented  ·   ·  Report

    Considering this thread was started in 2022, please consider prioritizing it for your next feature development. I spend too much time downloading a PDF, having to go back and making changes based on how it looks, then re-downloading, then changing something else. It's a huge waste of our time on every job we create.

  • Sandy Shadwell commented  ·   ·  Report

    Having a preview is important. I print the the quote, view, and then have to revert if there are any amendments.

  • Tony Anstee commented  ·   ·  Report

    Would like to see preview option. For now I choose print to PDF ,which shows a draft version , which I can view for any errors etc.

  • Brett Arthur commented  ·   ·  Report

    If a preview option for quotes isn't added in the next few months I will have no option but change to a program that has this function
    this is a necessity

  • Ceri Roper commented  ·   ·  Report

    This is a necessity for me; I am confused why it is not an option already.

  • 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