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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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  • Lewis Dargavel commented  ·   ·  Report

    Massively needed. Saves manually chasing PO's for completed work

  • Tamrin Strauss commented  ·   ·  Report

    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.

  • Chennel Smith commented  ·   ·  Report

    For a company that processes more than 100 new quotes a week, this will be a very helpful tool.

  • Naomi Van Wijk commented  ·   ·  Report

    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.

  • Kobi Van Wijk commented  ·   ·  Report

    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

  • Kobi Van Wijk commented  ·   ·  Report

    we send out hundreds of quotes and most don’t get replied to unless we manually follow them up.

  • Grant Lues commented  ·   ·  Report

    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

  • Darian Liprini commented  ·   ·  Report

    This would make a massive difference to our conversion rate and dramatically speed up our manual follow ups

  • Sarah Jones commented  ·   ·  Report

    This would make perfect sense when it is already a feature within invoicing!

  • Andre Gillbanks commented  ·   ·  Report

    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

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