Notification | Send to REPLY TO email when quote accepted
When a customer accepts a quote via the link the email is sent to the users email address - suggestion is to have it sent to the REPLY TO email address and / or the USERS address.
Lynn Corless commented
We have customers who accept our quotations on line and then are calling us to ask if we have received the accepted quote - it would be much easier once accepted to send over an automated email so they know we have received the quote.
Marc Reidy commented
Jesus why is this a voting thing. Its crazy that this is not a feature.
Adam Green commented
I've decided to start using quotient. It is much better than trying to find a fix for this. Clearly they can't be arsed
Linda Sherston commented
With multiple users using their own personal email, it is simply not practical to have quote acceptance emails sent directly to them.
Surely this is not a difficult fix. Include this in the email settings reply to email please!!
Lauren Webster commented
This is making us look unprofessional, causing unnecessary workload and should surely be a standard feature
Gerry Davis commented
Notification to go to our accounts dept important
Daniel Askey-Doran commented
We have had clients make comments or approve quotes, and we have no idea that this has happened. Then they ring a few days later to see why we are slack... This NEEDs to be fixed
Rhys Jeffery commented
Strange that this is not already built. This is super necessary. Common Xero!
Amanda Chisholm commented
The current workflow makes no sense by sending a quote acceptance to the person who has raised the quote. Ideally, we should be able to nominate the email address that should receive the quote acceptance/decline notifications and this could be different to the person who raised the quote and also different to the reply to email address.
For now, I will have to create an automation to forward the acceptance email on so that the next step can be actioned.
Val Jagger commented
Don't get a notification when a customer has accepted a quote.
Emma (Accounts) Rosenblatt commented
We need this feature. It is now becoming a huge problem with the limited ability Xero has to add and select different emails. I am not sure why the Organisation cannot have more than one reply to email and select an email for different areas like quoting and bills.
Similar to Contacts. Xero have the ability to have multiple email addresses for contacts but there is no option to select what address is for what. So when you send a remittance every single email address that is against that contact and selected to receive emails comes up. We have hundreds of contacts and will never remember what emails need to be deleted for what before sending anything. Why can't there be a way to select an email for remittances, an email to receive quotes, and email to receive invoices and an invoice to receive bills.
Our next problem is there is no way to make subcontacts under a main contact. For example of the main contact is an organisation then there may be several contacts that control different departments or levels within that organisation and therefore if we need to deliver goods to an organisation and Attention it to a particular person which changes all the time, we have to go into the contact > addresses>billing address> and change the attention name.
Tandi Haslam commented
We need this to integrate into our project management system with one designated email account receiving the quote acceptance notification.
Mel Eckford commented
This would be so much better for us also
Ellen Davis commented
Agreed with the other commenters - this is a real problem that seems like an actual bug rather than an intentional part of the setup, as it really doesn't make sense. Xero businesses have their Reply To emails set up for exactly this purpose so that they can ensure that all customer updates are sent immediately and directly to the appropriate place.
Jordan Dunn commented
I have added my organisations quoting team email account to Xero (quotesUK@s3-alliance.com) and I have set it up under organisational settings>email setting so that emails relating to quoting, invoicing etc will be sent from this email address instead of individual business email accounts (e.g., firstname.lastname@example.org). When I have carried out testing e.g., clicking on the link to view a quote online and then ask a question about the quote, this is going back to my email@example.com account and not to the shared team account like I thought it would.
Xero support have advised that it is currently not possible to customise emails so that when a customer accepts, declines or asks a question on a quote it will go to our shared team email. As things stand, if a quote is accepted, declined or if any questions are asked, they will all be directed to the person's email address who created the quote.
Amanda Rees commented
We need this so that we don't have to manually check if a quote is accepted. It will help us send out an invoice for deposit
Marc O'Donoghue commented
We need this feature as our sales team may send out the quote, but our technical team need to be alerted when the quote is accepted so that they can start rolling out the project.
Emma Freegard commented
Clients have missed quotes being accepted as the replay has gone to staff members on holiday - critical that this is changed.
Clare White commented
Yes totally agree Debbie!
Our sales rep creates the quotes on the run but any acceptances need to come to our office to action from there - it is very annoying as then the sales rep need to forward these emails to the office email.
Debbie Barlow commented
We need the quote acceptance to go to our office staff not the person who created the quote - very frustrating. Please can this be looked at?