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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viva hellberg commented
Yes this is needed. We find we miss a lot of quote acceptance or comments as only going to person creating quote vs ability to add another email such as our accounts group. we find another person has to constantly log into xero daily to see status of a quote.
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Christine Fearon commented
Need confirmation sent to the reply to email, as its a shared address and more than 1 person can action. Too easy to miss an acceptance by being sent to user email. Send to both if need be
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Vasiliki Kafourou commented
This is indeed critical (URGENT IMPLEMENTATION NEEDED) as it does affect the CX a lot and would save our team from lots of additional manual interventions and would make the overall quote handling much smoother with Xero!
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Farhan Kerbelker commented
This is needed asap!
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The Well Creative Consultants commented
Not having the accounts person being notified delays invoices being sent out in a timely manner. This reflects poorly on Xero, and should be updated post haste.
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ANDERSENS MORAYFIELD commented
This needs to be implemented URGENTLY!
All replies / comments / acceptances (or declines) need to be sent to the "Reply to" email NOT the user who created the Quote
This is delaying product being ordered, deposits being taken from the customer and invoices being issued.
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Geoffrey Hughes commented
Yes agree please implement an option to include a group email address which is cc'd with every client action on a Quote, eg viewed, comment, accepted declined etc