Skip to content
← For small businesses

Enter your idea

For small businesses: Business features

Categories

(thinking…)

Quote - Ability to have quote reminder

Add feature to automatically follow up on quotes / send quote reminder *days before expiry or *days after quote issued — as there is with invoices. This feature comes standard with most other quoting interfaces.

282 votes

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

Rosie Rankin shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
submitted  ·  AdminDana A (Admin, Xero) responded  · 

Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business. 

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
  • Jim's Mowing commented  ·   ·  Report

    Please implement this feature soon or I may need to switch software. Thank you.

  • John Roscoe commented  ·   ·  Report

    The ability to delete unwanted quotes, and to have a quote reminder should be implemented together. These are quite fundamental requirements, and we would appreciate some feedback from XERO development team. Is this on the horizon at all, or just another waste of time asking!

  • Pietro Usai commented  ·   ·  Report

    The main issue for us is that now we need to do this and monitor this all manually so it would be a very welcome addition.

  • Michelle Smit commented  ·   ·  Report

    Can't believe nothing has been done to implement this yet. It's clearly a requirement for Xero customers. I still can't believe it wasn't a functionality from day 1.

  • Pietro Usai commented  ·   ·  Report

    For smaller companies with limited resources, it would be great to see some CRM features inside XERO. Follow-up on quoting would be my number 1.

  • Steven D'Arcy commented  ·   ·  Report

    I would like to have reminders for quotes as this will enable us to plan workflow and avoid last minute rush jobs forgotten.

  • Emma (Accounts) Rosenblatt commented  ·   ·  Report

    Quotes are so easily forgotten about on both sides. Invoices have this ability it would be good to have the same you quotes as well.

  • Claire Ginbey commented  ·   ·  Report

    Still no action on this - if we can do for invoices why is it not been enabled for quotes?

  • Stephanie Cassimatis commented  ·   ·  Report

    So much lost business for something so easy to implement. Why is this taking years??

  • Michelle Clancy commented  ·   ·  Report

    This is an absolute must!!! Can't believe that it's still not an option and we are paying for 3rd party providers to do this.

  • Jennie Evans commented  ·   ·  Report

    yes, please look at implementing this. It is just as important to follow up on quotes as it is to follow up on invoices - this functionality plus visibility on the dashboard would be great

  • Emma (Accounts) Rosenblatt commented  ·   ·  Report

    Please add this feature! Such an easy feature to add.
    Quote should have the ability to automatically send reminders as well just like invoices.

  • Neil Beardmore commented  ·   ·  Report

    Would be ideal if it could be set to chase a quote a set number of hrs or days after the quote was sent

  • Lydia Whiteoak commented  ·   ·  Report

    Quote should have the ability to automatically send reminders

← Previous 1 3 4