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.
-
Edward Sillars commented
Please can we get this implamented? It would really help myself and others in running our businesses.
-
Monica Pham commented
This would be a great feature and assist us in efficiently managing quotes. You could replicate the 'Invoice' reminder feature.
-
Marianela Smith commented
I think it is a very important feature and as there is one to follow up on the invoices, so could be done for quotes too.
-
Trevor Millward commented
Frankly it's as dumb as 'F' not to have this feature up and running already.
-
Stephanie Cassimatis commented
Hey @dana, what would it take to activate this feature? It already exists for invoices so not a new thing. PLUS the added bonus that if it is activated, then not only do we make more money but we now have more money to spend on other Xero add-ons. Simply a win- win
-
Gavin Dacres commented
A much needed feature
-
Limitless Build Pty Ltd commented
This is definitely needed. Come on, Xero!
-
Helen Cook commented
Really help us. Does anyone ever read these comments at Xero?
-
Anthony Adamson commented
Xero is just coasting. There are so many simple ideas that users keep asking for and most of the time nobody from Xero even bothers to update us. This idea would be dead simple to implement, and yet we have been pleading for it for close to 2 years. It's the same with every other idea I follow. If Xero expects us to get these features through 3rd party extensions that sucks, but they could at least tell us.
-
Henry Ettinger commented
we need thisssss
-
Lisa Fortescue commented
Just following up on this to see if it ever became a thing... We would love to have a quote reminder that reminds them the expiry date is coming up. We do so many quotes a day that it becomes difficult to follow up with all of them
-
Naomi Marquez commented
This is essential to ensure we properly communicate with our clients.
-
Cami Petcu commented
any updates on this feature???
-
Deborah Webber commented
Great comment Sue! Quote replies go to the Sales Team email,
Invoice replies go to Accounts email. -
Su Pike commented
Would definitely be helpful. Can quotes also have a different return email to invoices?? Eg. replies to quote go to the sales team email, replies to invoices go to accounts email?
-
Matt Weedon commented
When i follow up on a quote the client may not be ready to make a decision on the spot, so i record our conversation in the add note feature. if I'm to follow up at a later date i have to schedule it in my calendar. it would be great if you could schedule a follow up call from the add note feature that flags it when the call is due.
thanks -
Dominic Palmer commented
I too would find a Quote Reminder Feature hugely beneficial.
-
Deborah Webber commented
Please implement
-
Gavin Jones commented
Have you seen this thread, Xero: https://central.xero.com/s/question/0D53m00005pL5RdCAK/quote-reminder
Surely pretty easy to implement (and I can't think of many/any other improvements my subs are going towards in recent times). Please just make it happen
-
Pete Eastwood commented
I have waited many years for the quotes system to be improved but finally bit the bullet in Nov 23 and invested in a quoting software that works with Xero; we chose Quotient.
The integration works, not perfectly in every respect, but overall it has resolved most of the issues we faced. I don't think Xero have any appetite for sorting quotes out and I wish I'd made this decision sooner.