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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.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • John Roscoe commented  ·   ·  Report

    I understand the reasoning that an active quote should not be deleted, however the logic should be:
    • Allow DRAFT quotes to be deleted permanently
    • Allow active quotes to be ARCHIVED (if not able to be deleted)
    • Allow ARCHIVED quotes to be hidden by a selectable option to apply across all existing filter tabs.

    We use quotes for hiring our facilities which are all predefined as non-tracked items. Some quotes don't ever get accepted, and others become invoiced, then the quote deleted. The term "deleted" is misleading if its only just flagged for deletion with no subsequent delete capability. It would be more sensible to re-label these as ARCHIVED or INACTIVE and allow them to be actually deleted or if not, at least hidden on demand.

    Also leaving what can often be sensitive quotes available for view later is not acceptable.

    Otherwise the process works really well for us.

  • Ryan Pillay commented  ·   ·  Report

    Delete should mean delete. I need to tidy up the quotes page

  • Mike Gaal commented  ·   ·  Report

    Disappointing functionality.

    Xero should at least change the action title from 'Delete' to 'Make Inactive' or 'Deactivate' to be more honest to the user.

    Sensitive and/or inappropriate data is left on display for all users to view.

  • paul heath commented  ·   ·  Report

    crazy that this still isn't resolved. please can this be actioned as there is clearly demand and the current situation makes no sense.

  • Kellen Murray commented  ·   ·  Report

    If you want to rename the current feature to 'archive' that's fine, but deletion should be permanent and free up the quote number.

  • Daniel Gormley commented  ·   ·  Report

    There is a potential GDPR risk with this, and we deal with very sensitive clients.

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