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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.

491 votes

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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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  • Dil Wetherill commented  ·   ·  Report

    Dana. Hello. That response is so far short of good enough. There are already + 420 reasons on why we need it. Tell us why you haven't got this on your development pipeline. We NEED it. We don't want to keep telling you we need it. Suggestion - go ask your own commercial team if they'd like quote reminders. Or do they not use Xero?

  • Stephanie Cassimatis commented  ·   ·  Report

    Hey Xero, I have to ask why the hesitancy to allow this? Clearly it's a much wanted feature. It's been years that people have been requesting it, you have over 420 votes and countless reasons why it's a much needed feature. It already exists on the invoicing side so why not on the quoting side. You would make many businesses happy and allow them to save alot of time. Currently quote follow ups is a manual process but we have to do it as some of these quote convert and help us with our income. It's a standard feature with your competitors. So I also ask, is it worth loosing existing clients and spending more on converting new clients when you could make and keep your existing ones happy to stay?? You start working on requests with much fewer votes and this is such an easy add. It makes no sense

  • Daniel haidar commented  ·   ·  Report

    xero should review all the ïdeas relating to quote reminders and merge together.

    this is a very impoirtant feature that is missing!

  • Noah Phillips commented  ·   ·  Report

    It would be great if Xero could send out a quote reminder similar to an invoice payment reminder.

  • ImmiCo Consultancy commented  ·   ·  Report

    Supporting this entirely or even enhance the API layer to create additional triggers so that other 3rd party automation tools i.e. Zapier, to make the necessary workflows for them if don't have the time.

  • Anthony Adamson commented  ·   ·  Report

    Over 2 years and 404 votes. Do any of our suggestions ever get implemented or are we just here to generate ideas for the third party extensions? This has to be the easiest idea to implement and it has a lot of people asking for it.

  • Taran Cole commented  ·   ·  Report

    This feature has to happen, it would be a game changer. I am debating changing to another provider purley because they have this feature

  • Edward Sillars commented  ·   ·  Report

    Please can we get this implamented? It would really help myself and others in running our businesses.

  • Monica Pham commented  ·   ·  Report

    This would be a great feature and assist us in efficiently managing quotes. You could replicate the 'Invoice' reminder feature.

  • 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

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