Quotes - Ability to cc other emails (visible to all recipients)
Currently, when a quotation is sent via Xero, only the recipient's email address is visible. However, for invoices, everyone in the loop can see other recipients' email addresses.
To ensure transparency and facilitate communication, it would be beneficial if the email addresses of all recipients could be visible when sending quotations as well.
Could you please review this matter with your team and explore the possibility of making email addresses visible to all recipients when sending quotations through Xero? This adjustment would greatly improve our communication process and enhance the overall user experience.
TRINET FINANCE
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TRINET FINANCE
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Any review on this? We have customers that keep coming back to us because they don't see each other in the email loop hence caused confusion on who received the email.