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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Grant Lues commented
Pity Xero pays so little attention to the comments posted in these forums! Maybe that's why it's called Xero
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Anthony Adamson commented
Do any of these ideas ever see the light of day? I get a few updates on these ideas and none of them have gone anywhere. Some are several years old. It would be nice to hear from Xero if they have a chance of implementation.
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Bryan Schlegel commented
Seems like such a simple request, like sending out reminder invoices for ones that haven't been paid which already exists.
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Adrian Stolworthy commented
how many votes are required
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Adrian Stolworthy commented
this would be a great addition and a must have for my business
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David Goodwin commented
This is a must feature to have.
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Emma Rosenblatt (Accounts) commented
This feature would be very helpful as it would prevent a lot of double ups and mistakes, secondly it is a vital feature for ensuring financials are not missed.
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Rob McAdam commented
Core feature Xero, and you already have the functionality. Please implement as a matter of priority
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David Schembri commented
This is a vital feature for ensuring financials are not missed.
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Claire Ginbey commented
Given the ability to setup automatic reminders it would be an awesome feature for our clients to be able to use this type of functionality as well.
I have 6 clients in the last 10 days who we have recently setup the automatic invoice reminders for who are now asking if we can have this done for quotes.
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Dane Robinson commented
181 votes and multiple comments so far. Is this something that your team could look at implementing?
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Emma Rosenblatt (Accounts) commented
This would be a great improvement to the quote side of XERO. This would allow us to better follow up our clients and also keep our quotes up to date and tidy.
I feel like this would be a very easy feature to add in as the Invoice and Bills sections already have similar functions. -
Peter Sibilant commented
Just speaking with my EDM consultant and we were both stunned to realise this isn't already a core function of Xero.
We can accomplish this through some convoluted data sharing between the CRM and Zapier - but we shouldn't have to.
Invoice reminders are a core feature and it makes no sense why Quote reminders aren't also a feature/function.
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Kenosi Seema commented
This has really become a critical point for our small fast growing group of companies. How many votes are required before it is implemented?
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Ricardo Ghanem commented
Definately do this!
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Aaron Stransky commented
I'd also like to see this. In fact, a Google search lead me to this page while I was searching for this very thing!
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Shaun Cadwalleder commented
100% behind this!
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Brenda Lai commented
It is very important for us to have the system automatically send out quotes reminder 2 weeks before the expiry so our sales can follow-up with a call or email to close the order.
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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??