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.
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Maree Wallace (Business Allsorts) commented
Bookkeepers often send out quotes on behalf of their clients. When the person receiving the quote clicks accept, currently the acceptance email it is sent to the person logging into Xero, regardless of the reply to email settings. We need an option for any online quote acceptance, decline or question to go to a specified email address rather than the logged in user.
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Jodie Hogan commented
Would be very useful to have the option to set a single point of contact for all quote replies, not just to the person who generated it.
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Carolynne Wintle commented
Please fix this breach of privacy. quotes should be able to be sent from the REPLY TO email address and all replies and notifications sent to the same.
We do not want personal email address provided to our customers - this is a breach of privacy that the email settings option is supposed to address.
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Cherie Gaskin commented
As it stands at the mome t, which ever user created the Quote is the only person who receives the notification. This is really not ideal as this person may leave the company and they are the only one who knew the job was accepted.
This needs to go back to the company email address. -
Alanna Fittes commented
it is incredibly important to know WHO accepts/denies the quote and receive a notice when this occurs. Currently, it says "system generated" which means the quote may have been accepted/denied by someone other than who the quote was sent to
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Steven Scarano commented
Please fix this issue. quotes should be able to be sent from the REPLY TO email address and all replies and notifications sent to the same.
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Vicky Richter commented
Absolutely. Client does not want personal email address provided to their customers - breach of privacy that the email settings option is supposed to address.
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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.
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Marc Reidy commented
Jesus why is this a voting thing. Its crazy that this is not a feature.
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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
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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
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Gerry Davis commented
Notification to go to our accounts dept important
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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
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Rhys Jeffery commented
Strange that this is not already built. This is super necessary. Common Xero!
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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.
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Emma Rosenblatt (Accounts) 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.
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Tandi Haslam commented
We need this to integrate into our project management system with one designated email account receiving the quote acceptance notification.
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Mel Eckford commented
This would be so much better for us also