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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Valley Clean commented
Critically required!
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Beckii Jones commented
Critically required!
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Nicole Lynch commented
There needs to be an option for multiple people in an organisation to receive both replies and acceptances to quotes. This should be a top priority. Endless issues have come up because I was the only one able to get replies to quotes, and I do not work full time. Please fix this issue ASAP!
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Rion Steenekamp commented
The 'To email address' shows as your own when sending a quote
Would be beneficial to have the clients email address shown so that you can reply to a client from the quote email.
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Carolyn Burgess commented
This would save me sooooo much additional work. Along with the other 95% of users that have been asking for this change for over TWO YEARS... XERO PLEASE FIX NOW!!!!
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Robert Darrow commented
Now 4 year old and still zero from Xero. They don't care because everything still pays I think Xero has reached the end for me because other systems are better now. You don't even get notified when juniors draft quotes and invoices. You have to manually check. Rubbish
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Jaz Brown commented
I send quotations and invoices from my Xero account, my admin staff also have a Xero account but haven't the same access as my account.
When someone accepts / declines a quote it comes to my email address rather than the selected 'Reply To' email address.
As I have staff who deal with things on my behalf it would make sense to have the option to send all accepted / declined quote emails to one email address, regardless of who created the quote.
Otherwise for example -
John Smith Quote - Created by myself (Jaz)
He replies to the quote with some dates to avoid for the works and accepts it.
His message would go to office admin email which is the reply to email address but I would also get a notification that he had accepted to my own email address.
This then makes it difficult to keep track of who is dealing with it, somethings are then duplicated etc.
So having one email for everything would be helpful so more than one person isn't trying to deal with the same enquiry.
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Hayden King commented
they're not listening!!!
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Dean Tavener commented
insane, obscene even, that this wasn't set up this way by default from the start. Why would any company want crucial activity on their quotes going to individual users' email inboxes instead of an actionable team mailbox, or at least to have that option. Please fix!
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Joseph DAmore commented
It would be great to be able to send a quote / invoice from a single email account and get the approval / comment to that same account.
Currently, if Employee A sends a quote, only Employee A gets notified of it's acceptance or comments. However, I have the email set to our shared account (ex. info@business.com), all correspondence should go to the account set.
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Joanne B Coker commented
Choose who the replies go to when customer replies to a quote. Currently, the ask question, accept / decline replies go to the user who created the quote rather than the company email or the email selected in the email settings page. I create quotes for my clients and want the replies to go to them not to me as the bookkeeper.
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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.