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.
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.
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Benjamin O'Brien commented
It would really help in progressing quotes, avoiding backlogs and reducing the need to re-quote when clients forget to accept on time
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Matthew Perrett commented
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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Lewis Dargavel commented
Massively needed. Saves manually chasing PO's for completed work
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Tamrin Strauss commented
I think that this would be critical for me as I can save a lot of time and then I would be able to focus on more daily tasks.
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Chennel Smith commented
For a company that processes more than 100 new quotes a week, this will be a very helpful tool.
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Ashleigh Liprini commented
This would save me so much time!
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Naomi Van Wijk commented
Amazing, this will help the customer and ourselves. We are so busy and sometimes not enough time in a day or enough hands.I personally think the customer will feel sort of good because we follow up and don't neglect them.
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Kobi Van Wijk commented
We sent many quotes and most of them don't get respond on time then we must follow up by calling the client back again
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Kobi Van Wijk commented
we send out hundreds of quotes and most don’t get replied to unless we manually follow them up.
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Darian Liprini commented
.
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Grant Lues commented
Actually My idea - we send out hundreds of quotes and most don’t get replied to unless we manually follow them up. Auto follow up Would greatly assist us as a time saving system as well as helping cashflow
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Darian Liprini commented
This would make a massive difference to our conversion rate and dramatically speed up our manual follow ups
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Sarah Jones commented
This would make perfect sense when it is already a feature within invoicing!
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Andre Gillbanks commented
As a business that primarily deals with insurance companies this would be greatly beneficial and increase our cash flow a lot, it should have been implemented in xero since day 1