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!
Belinda Vaartjes
shared this idea
Hi team, while we understand the desire for auto-save in quotes here, we want to be open that we don't have plans for changing the current save behaviour for quotes for the time being. While seemingly simple there is a fine balance in creating a save experience that'll suit majority of users. As some may have seen with new invoicing that has auto-save implemented, we've received wide ranging response for this feature, and there is more work needed to fine tune.
To confirm the current experience, when creating quotes in Xero you'll want to select the Save button before navigating elsewhere in your org, or leaving the page to ensure the contents of your quote is saved.
If there are any intentions of changing how save works in quotes, we will surely let you know on the idea here. Thanks
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Michal Wierzchowski
commented
just lost whole day of work because of that.. pleas fix it.
Autosave seems so obvious!!!! -
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.