Quotes - Autosave
Hi
Would love to see the autosave available for Quotes. Often my clients are distracted whilst creating Quotes and when they've navigated to another section (rather than opening a new Xero tab), the Quote disappears!
For one of my clients, his quoting is very detailed and this process takes valuable time which he'd rather not have to repeat if the Quote is no longer there.
Invoices are autosaved of course, once a Contact is entered, so I would assume that the same principle could easily be applied to Quotes....
Thanks!
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Lewis Tidy commented
I cannot believe this is still not a function in Xero, how many times have I accidently clicked on something which takes me off of the quote and lost hours worth of typing and calculations.
Once, I kid you not I had been typing up a quote over 6 hours and we got a power cut... -
Sara Langfield commented
This is would be a great feature! Our computer shuts it's self down and we loose everything. Autosave on quotes would save us lots of time.
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Atlantic Accounts commented
Yes, similar experience here. Also, having tabbed across the page, an error opens, then when the error is closes, the quote closes also.
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Michael Maher commented
I can't understand how this isn't already a thing.
I've lost HEAPS of time because of this and it is so frustrating.
Sometimes I even just write it as an invoice and then "copy to quote" at the end. -
Ian Terley commented
I've lost business due to not submitting a quote in time because it got lost.
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Clayton Cowley commented
Absolutely, I've wasted so much time trying to remember what I wrote in the quote when it didn't autosave. Seem archaic not to. I'm considering other accounting software..
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Annette Yandle commented
Yes Please, Same deal, I have many lines in my quotes, and yes if you hit a wrong key, come on Xero make it simple for us please.