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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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....
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Rosie Rankin commented
I don’t think Xero give a 💩 about what their customers want, they already have our money and set this improvement thing up to appease people is my view now. Obviously not monitoring it as their only comment was April 19 2022. Disappointing, to say the least. Shame on you, Xero.
My comment June 2022:
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? -
Kevin Holland commented
"We'll keep monitoring" is just business speak for "we're not doing anything about this and don't have any plans to".
From what I can see there's been no traction on any ideas from users on any useful features at all. All they've done since I've been a customer is revamp the UI which nobody asked for. Its exasperating. Must feature requests are so simple and easy to implement and yet they do nothing.
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Grant Lues commented
Pity Xero pays so little attention to the comments posted in these forums! Maybe that's why it's called Xero