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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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Bec Tatchell shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.

We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.

While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.

Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.

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  • viva hellberg commented  ·   ·  Report

    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.

  • Christine Fearon commented  ·   ·  Report

    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

  • Vasiliki Kafourou commented  ·   ·  Report

    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!

  • The Well Creative Consultants commented  ·   ·  Report

    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.

  • ANDERSENS MORAYFIELD commented  ·   ·  Report

    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.

  • Geoffrey Hughes commented  ·   ·  Report

    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

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