Quotes - Permanently Delete Quotes
Ability to delete quotes permanently in Xero.
Purpose: To make the ‘All tab’ didn’t get mixed up with the unused quotes that were supposed to be deleted.
Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
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Joanna Bill commented
Please fix this asap! Very annoying having a whole lot of deleted quotes and it's also an error waiting to happen because you can still create an invoice from a deleted quote!
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Jo Knight commented
Clients find seeing the deleted and declined quotes in the 'all' list extremely annoying - options could include archiving these so they are not in the main 'all' view?
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Robert Silver commented
Totally agree here. There are so many small things that need FIXING. Instead of trying to change the invoice screen and removing basic functionality from that, maybe work on something people actually need?
New invoicing - more clunky file attachment process... instead of dragging and dropping on the webpage, now the "improved" functionality means you have to click a tiny arrow to expand the attachment window and then carefully drop the file in a tiny window... Great innovation! -
Carla England commented
Reviewing the other user comments, sums it up for me. This request is 5 years old!
The more I use Xero, the more of these simple items appear that make it harder for the user to have a positive experience.
If Xero cannot make such a simple update, it is clear that "innovation" is not part of the company's culture.
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Bob Butler commented
Only five years and still no progress
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Jonathan Alderson commented
Feels a bit silly that this can't be done.
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Emily Hooton commented
We've had someone doing testing, and have used some innapropriate text in places that we do not want any record of this, plus we do not need to be taking up space with quote that don't mean anything. We'd like to be able to permanatly remove these, please.
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Francisco Lara Sanchez commented
I can’t believe this is not already done with the money we pay for subscriptions
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Adrian Ward commented
It's so, so, so annoying that a quote created in error cannot be deleted from the system.
It's just a quote after all, not a bill or invoice that may have already been actioned and closed.
There absolutely needs to be a way to purge, old, unwanted, deleted quotes.
It can't be rocket science to code up.
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MADDY KIMBER commented
Please can this be implemented, it is very annoying
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Phill Davis commented
Why is this not a given!
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James Wilson commented
This has been going on for years here: https://central.xero.com/s/question/0D51N000050dE5MSAU/how-to-delete-a-deleted-quote
PLEASE PLEASE Fix this.
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Anthony Nixon commented
More than a little frustrating, I was trying to do a test quote on our own data and it committed to draft and now I can't delete it. Not only that I thought oh well I will try and recover it but no you can't do that either. I smite the Xero for you have failed before I even begin using the software.
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Daniel Robinson commented
Wow, so many people calling for a simple feature that should have been implemented from the get go. Sort yourselves out Xero it’s embarrassing…
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Margaret Coetzee commented
We are trying to clean up our database and permanently purge out dated, deleted and declined quotes (we call ours Estimates due to continually changing prices), but Xero doesn't have a facility for this - it is ridiculous to have the option to delete a quote/estimate nearly 4 years old that has not been accepted or invoiced, and yet it still remains in the list. In this day and age, logic dictates that if a quote/estimate has not been accepted within 30 days, the price would need to be reworked due to the ever changing prices we currently face.
In my view, after many years experience using accounting packages and with common sense prevailing, when you delete an item that is it - it is permanently gone. If you delete something, why would you want to keep it a the list - delete means delete, get rid of, never to be seen again.
Come on Xero, get it sorted - there are loads of us out there who want this to happen. -
Stacey Hill commented
Why even have a delete option when clearly it doesn't work!
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Bob Butler commented
Obviously it has been annoying a lot of customers so if Xero has any regard for them it might be an idea to do something about it.
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Geof Gray commented
Needs to be resolved. Critical for the operation of a few of our client business models.
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Thomas Fitzgerald-Grout commented
Please resolve issue
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Paul Marsh commented
Simplest way to solve this issue is make the All tab have a slider - including Deleted - on or off. Can't understand why it's taking so long to make a decision!