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this is critical for our small business to free up the MD having to do all quotations but limiting access to financial data. How is this not a function yet?

This would be great. Do you have any update on this??

This would be an excellent function

This would be really useful.

this is a critical function - just the ability to issue, send quotes via email and send to invoice (to be approved) once quote is confirmed.

would be great to have this function please

It would help immensely to be able to have our estimator to view the quotes that send and approve.

Do we have an update on this? We require this in our business to allow for employees to do quotes without being able to see invoice, payroll and other business critical information.

The user role to just be able to issue/send quotations without access to anything else

Xero - Isn't it pretty obvious? Anything would be better than access to pretty much EVERYTHING, as things have stood since Xero was invented.
Sorry to be rude, but you do understand accounting right? & GDPR yeah?
Let me help - Purchase ledger clerk needs access to supplier contacts, bill processing, supplier reports, aged creditor reports, bills reports, purchase day book reports, bill production, quotes, purchase orders, bank supplier payments, refunds, credit notes and .........
Purchase ledger clerk DOESN'T NEED and NOR SHOULD SHOULD HAVE ACCESS to staff pay & personal information, the director's dividends & tax information, the companies balance sheet, staff bonuses, HMRC arrears (or otherwise), investments, how much the company spent on the last client event, or the christmas party, or the computers, Joe's redundancy payment (oh, did I let the cat out of the bag or should I call it something else in Xero so no one knows, HMRC won't mind....)..........do you really need me to go on?......
Perhaps some one else could be kind enough to waste some of their time explaining what the sales ledger clerk needs. or what the treasurer or in house accountant needs - which surprisingly is where the 'access all areas' should sit.
A waterfall access level approach with a tickbox list (just like staff access in MY XERO - (miss that - it was good and clear)....I've seen this before, oh yes, in SAGE. Works a treat. Easy. Clear. Transparent.
I have to give some staff access to EVERYTHING and freeze out others which not only causes causes offence, but also inconvenience to those that have to be disrupted in their own work to provide reports to other staff.
If the current reporting structure/platform can't be changed, why not build a suite of smaller reporting modules - task or job role specific??
It's stunning that this FLOOR exists in the first place, and beyond belief that in more than 10 years, and despite GDPR, and many many requests in the old & new voting system, NOTHING, EVER, has changed in this regard, or other items I've voted for.....

As a small business, this would be extremely beneficial to us, so that our business development manager can prepare quotes, but not have access to all the other invoicing and banking details. A tick box option to manage user access to components would be the BEST outcome for many businesses, I'm sure. We would greatly appreciate Xero fast-tracking this option.

This is an option I am hoping will come through soon for a new employee.

Agreed - user roles can be very granular - this blanket approach is extremely problematic. It should be a tick box function at a far more granular level.

Hi xero, pls update on this as We requested for this feature 3 years ago. It will be very beneficial to the sales team to use ONLY quotes function. Hope to see this coming soon Tks

Very important for company to maintain confidential accounting numbers

I want to give a user the ability to send quotes ONLY from xero. Currently xero also allows that user to invoice a client as well which is inappropriate and too much access.

I feel this is critical as you don't want Sales team or other selected members of staff seeing any accounting side of your business. All they need to be able to do is create a quote without still having access to seeing any debtor/creditor accounts

Very important for company to maintain confidential accounting numbers

Hi, I just want to allow a clients staff member quoting only, as the client doesn't want the staff member access to all invoices.

I want to give a user the ability to send quotes ONLY from xero. Currently xero also allows that user to invoice a client as well which is inappropriate and too much access.