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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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  • Karen MacDonald commented  ·   ·  Report

    i cant believe this is still being voted on. the manual work involved by my Admin to chase up these quotes could be totally avoided by automation.

  • Edlin Hendricks commented  ·   ·  Report

    This is a great Idea, was just speaking to my assistant about something like this being a real big help. Definitely be keen to have this feature.
    Cheers Eddie

  • Rosie Rankin commented  ·   ·  Report

    Hey @RhiannaHarby, not sure why you commented that here.. that’s already a thing.. and new ideas must be put up separately too, this is specifically for an automated follow up on sent quotes.

  • Rhianna Harby commented  ·   ·  Report

    Also to add an accept decline button quotes - its a very manual process to go in and find the quote then click accept or decline once the client has advised their decision. Can the client do this on the quote too?

  • Karina Chajka commented  ·   ·  Report

    As a product and serviced based business this is a seriously lacking feature that should be standard. Xero PLEASE and this to your next update, this will not take much effort to roll out and will benefit many companies.

  • Rosie Rankin commented  ·   ·  Report

    Can you do this yet?! When I enquired it was a known thing, the community request pages had changed over and it hadn’t gone with them.. I made a new one, your paying customers want it, when can it be implemented?

  • Darian Liprini commented  ·   ·  Report

    Please implement this! Would be very helpful in our business

  • Wendy Goodger commented  ·   ·  Report

    Quote reminders are essential to our business also & I agree that I feel we miss out on Quote follow-ups. I wouldn't think this would be such a big deal especial when you can send follow-up Invoices?

  • Sharon Convery commented  ·   ·  Report

    As a business we send around 60 quotes per week, we feel we are missing out on winning business due to no quote reminder function.

  • Moh Daud Moh Shafiq commented  ·   ·  Report

    Quote reminder is a much needed thing. Xero should add this important yet very simple and easy feature to make things easy for Xero users. Other competitors offer this feature.

  • Tracey Jones commented  ·   ·  Report

    This is an essential feature to have for any business

  • Darian Liprini commented  ·   ·  Report

    @Admin do you have an update on this? Seems like simple dev as it is the same as the quotes

  • Benjamin O'Brien commented  ·   ·  Report

    It would really help in progressing quotes, avoiding backlogs and reducing the need to re-quote when clients forget to accept on time

  • Matthew Perrett commented  ·   ·  Report

    Please please please add this function! You can do it with invoices so hopefully shouldn't be too much development time to add this for quotes! Thank you!

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