Quotes - Create repeating quotes
I note there are repeating (aka recurring) invoices and bills.
I would like repeating quotes as well because every year, we issue a quote to some of our clients for maintenance agreements or hosting agreements. It is basically the same quote every year except that the amounts are adjusted for CPI
Alan Macdonald
shared this idea
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Jeanette Murray
commented
Our Clients have recurring annual renewals of contracts so making the quotes repeating would save a huge amount of time, form having to copy to a new quote when the current year is accepted and invoiced. We can just adjust for any price changes without having to recreate the entire quote.
\ss the function is already available for invoices, it would seem to be straightforward enough to apply to Quotes- I'm sure all Xero users would benefit from it at some time