Skip to content
← For small businesses

Enter your idea

For small businesses: Business features

Categories

(thinking…)

Quotes - Access Quotes from the dashboard

Is it possible to add a quick access to Quotes from the Dashboard or anywhere else? Now, I need to go to Accounts, Sales then "See All" above Quotes.

Can you please add the "Quotes" direct link (same as "See All") somewhere in the front page? Either directly in the Dashboard or under a menu like "Accounts"

Thanks! 😊

1 vote

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
not planned  ·  AdminEthan M (Admin, Xero) responded  · 

Hi Community! 


Appreciate being able to quickly create a quote from the dashboard is something you’d like to see here.


Being open with everyone, we don’t have plans for developing a button to create a quote from the Dashboard and we’ll leave this idea closed to set the right expectation.


However, it’s worth noting that there are shortcuts that’ll take you through to the ‘All Quotes’ and ‘Add new Quote’ screens.


When you see the search bar in the top right of the screen, you can click this and enter the letter Q to jump straight to quotes.

Show previous admin responses (1)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Laura Tuddenham commented  ·   ·  Report

    Is there any update on getting this through? It would be beneficial to have this as an option to add to dashboard...

  • John Piestrzeniewicz commented  ·   ·  Report

    Surely it is just a shortcut button to the Quote menu?

    While you are art how about putting quotes report on the dashboard as well!!

  • DANIEL WARFIELD commented  ·   ·  Report

    I tried to add a Quotes panel to the dashboard but couldn't find it. Found this page instead. This seems obvious to me.

  • Anita Robinson commented  ·   ·  Report

    I'd like to see this on the dashboard, so I can follow up quotes faster - as they're right there infront of me on the dashboard it'll be harder to miss.

  • Terry Barrow commented  ·   ·  Report

    The old mobile app format had this facility or very near, it displayed quotes by client which I found extremely useful. Now I have to go in through the web page and use the search facility which is long winded.

  • Christa Maritz commented  ·   ·  Report

    Morning,

    We need to be able to see outstanding and sent quotes to clients at ons glance. If this shows on the dashboard it makes it much easier to control.

    Thank you