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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Michelle Smit commented
Can't believe nothing has been done to implement this yet. It's clearly a requirement for Xero customers. I still can't believe it wasn't a functionality from day 1.
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Deborah Webber commented
COME ON XERO - HURRY UP WITH THIS FUNCTIONALITY
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Pietro Usai commented
For smaller companies with limited resources, it would be great to see some CRM features inside XERO. Follow-up on quoting would be my number 1.
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Rosie Rankin commented
Hey Xero, almost a whole year calendar year since an admin posted here.
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Steven D'Arcy commented
I would like to have reminders for quotes as this will enable us to plan workflow and avoid last minute rush jobs forgotten.
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Emma Rosenblatt (Accounts) commented
Quotes are so easily forgotten about on both sides. Invoices have this ability it would be good to have the same you quotes as well.
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Anthony Adamson commented
Bump seconded! What is up Dana?
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Bryan Schlegel commented
Bump!
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Claire Ginbey commented
Still no action on this - if we can do for invoices why is it not been enabled for quotes?
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Stephanie Cassimatis commented
So much lost business for something so easy to implement. Why is this taking years??
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Sameer Vyas commented
Guy this can allow more quote approval.
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Michelle Clancy commented
This is an absolute must!!! Can't believe that it's still not an option and we are paying for 3rd party providers to do this.
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Christina Guthrie commented
Please look into implementing this.
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Jennie Evans commented
yes, please look at implementing this. It is just as important to follow up on quotes as it is to follow up on invoices - this functionality plus visibility on the dashboard would be great
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Emma Rosenblatt (Accounts) commented
Please add this feature! Such an easy feature to add.
Quote should have the ability to automatically send reminders as well just like invoices. -
Neil Beardmore commented
Would be ideal if it could be set to chase a quote a set number of hrs or days after the quote was sent
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Lydia Whiteoak commented
Quote should have the ability to automatically send reminders
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Michelle Smit commented
I would most certainly find Quote Reminders useful. Would save me so much time and hassle having to go through quotes which haven't been accepted by a certain date. I can't understand how this is a feature for invoicing but not for quotes? Seems a bit odd to me, particularly since there is an expiry date for quotes but the system takes no action when the expiry date arrives? There is so much interest in this already, but Xero are "continuing to monitor the interest"?
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Bryan Schlegel commented
It's sad, we really like the product and it's simple to use but a few key features seem to be missing. It would make the world of a difference (reminders on quotes and showing open balances on outstanding invoices is my biggest complaint).
I think they just rely on third party apps for that level of functionality so you almost need to use a different invoicing or billing product that integrates from one of their partners but it would be nice if it was built in by default to the core product.
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Grant Lues commented
I would be adding a bunch more suggestions if I thought it made one iotas difference but the only thing that happens is a multitude of people reply agreeing- I get spammed with replies and Xero does Zero about it. Poor form Xero. Wish there was a better alternative out there....