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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.

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

Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.

I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.

When the teams resources open up and we can consider new development in Quotes like being able to send reminders we'll be happy to share and update you all of this, here.

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  • Marianela Smith commented  ·   ·  Report

    I think it is a very important feature and as there is one to follow up on the invoices, so could be done for quotes too.

  • Trevor Millward commented  ·   ·  Report

    Frankly it's as dumb as 'F' not to have this feature up and running already.

  • Stephanie Cassimatis commented  ·   ·  Report

    Hey @dana, what would it take to activate this feature? It already exists for invoices so not a new thing. PLUS the added bonus that if it is activated, then not only do we make more money but we now have more money to spend on other Xero add-ons. Simply a win- win

  • Helen Cook commented  ·   ·  Report

    Really help us. Does anyone ever read these comments at Xero?

  • Anthony Adamson commented  ·   ·  Report

    Xero is just coasting. There are so many simple ideas that users keep asking for and most of the time nobody from Xero even bothers to update us. This idea would be dead simple to implement, and yet we have been pleading for it for close to 2 years. It's the same with every other idea I follow. If Xero expects us to get these features through 3rd party extensions that sucks, but they could at least tell us.

  • Lisa Fortescue commented  ·   ·  Report

    Just following up on this to see if it ever became a thing... We would love to have a quote reminder that reminds them the expiry date is coming up. We do so many quotes a day that it becomes difficult to follow up with all of them

  • Naomi Marquez commented  ·   ·  Report

    This is essential to ensure we properly communicate with our clients.

  • Deborah Webber commented  ·   ·  Report

    Great comment Sue! Quote replies go to the Sales Team email,
    Invoice replies go to Accounts email.

  • Su Pike commented  ·   ·  Report

    Would definitely be helpful. Can quotes also have a different return email to invoices?? Eg. replies to quote go to the sales team email, replies to invoices go to accounts email?

  • Matt Weedon commented  ·   ·  Report

    When i follow up on a quote the client may not be ready to make a decision on the spot, so i record our conversation in the add note feature. if I'm to follow up at a later date i have to schedule it in my calendar. it would be great if you could schedule a follow up call from the add note feature that flags it when the call is due.
    thanks

  • Dominic Palmer commented  ·   ·  Report

    I too would find a Quote Reminder Feature hugely beneficial.

  • Pete Eastwood commented  ·   ·  Report

    I have waited many years for the quotes system to be improved but finally bit the bullet in Nov 23 and invested in a quoting software that works with Xero; we chose Quotient.

    The integration works, not perfectly in every respect, but overall it has resolved most of the issues we faced. I don't think Xero have any appetite for sorting quotes out and I wish I'd made this decision sooner.

  • Craig Blackburn commented  ·   ·  Report

    we require the ability to send follow up emails for quotes not accepted. We know it provides the service for invoices can it for quotes? This is an important functionality and would help growth.

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