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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Stockshed Limited commented
Hi All Well I'm frustrated about this too! It would be great to have an automated reminder. I've found a temporary work around but it's not automatic so you do have to go back to your quotes sent list to manually send it. You can create an email template called Quote follow up and write your quote follow up letter and then resend a quote say 5 days later manually using the email template you've created.
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Bryce Hatch commented
How can this not be a thing??
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Dan Flower commented
I'm in agreement here, quote follow up would be a fantastic tool and I would really like to see it introduced.
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Moh Daud Moh Shafiq commented
yes we really need this automation please bring in this feature
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Shirani Wethasinghe commented
Its a really useful tool a definite must.
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Karen MacDonald commented
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.
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Tim Bell commented
This is a great idea!
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Tom Gorski commented
Great idea, I fully support it!
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Edlin Hendricks commented
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
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.
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Rhianna Harby commented
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?
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Karina Chajka commented
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.
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Rosie Rankin commented
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?
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Darian Liprini commented
Please implement this! Would be very helpful in our business
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Wendy Goodger commented
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?
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Jennifer MacMillan commented
How is this not a thing yet guys?
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Rosie Rankin commented
Can this be actioned now please?!?!
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Brendon Fredericksen commented
I cant see why its not included already..
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Sharon Convery commented
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.
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Moh Daud Moh Shafiq commented
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.