Quote - Ability to have quote reminder
Add feature to automatically follow up on quotes / send quote reminder *days before expiry or *days after quote issued — as there is with invoices. This feature comes standard with most other quoting interfaces.
Rosie Rankin
shared this idea
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being able to send reminders we'll be happy to share and update you all of this, here.
-
Jim's Mowing
commented
Please implement this feature soon or I may need to switch software. Thank you.
-
John Roscoe
commented
The ability to delete unwanted quotes, and to have a quote reminder should be implemented together. These are quite fundamental requirements, and we would appreciate some feedback from XERO development team. Is this on the horizon at all, or just another waste of time asking!
-
Pietro Usai
commented
The main issue for us is that now we need to do this and monitor this all manually so it would be a very welcome addition.
-
Michelle Smit
commented
Can't believe nothing has been done to implement this yet. It's clearly a requirement for Xero customers. I still can't believe it wasn't a functionality from day 1.
-
Deborah Webber
commented
COME ON XERO - HURRY UP WITH THIS FUNCTIONALITY
-
Pietro Usai
commented
For smaller companies with limited resources, it would be great to see some CRM features inside XERO. Follow-up on quoting would be my number 1.
-
Rosie Rankin
commented
Hey Xero, almost a whole year calendar year since an admin posted here.
-
Steven D'Arcy
commented
I would like to have reminders for quotes as this will enable us to plan workflow and avoid last minute rush jobs forgotten.
-
Emma Rosenblatt (Accounts)
commented
Quotes are so easily forgotten about on both sides. Invoices have this ability it would be good to have the same you quotes as well.
-
Anthony Adamson
commented
Bump seconded! What is up Dana?
-
Bryan Schlegel
commented
Bump!
-
Claire Ginbey
commented
Still no action on this - if we can do for invoices why is it not been enabled for quotes?
-
Stephanie Cassimatis
commented
So much lost business for something so easy to implement. Why is this taking years??
-
Sameer Vyas
commented
Guy this can allow more quote approval.
-
Michelle Clancy
commented
This is an absolute must!!! Can't believe that it's still not an option and we are paying for 3rd party providers to do this.
-
Christina Guthrie
commented
Please look into implementing this.
-
Jennie Evans
commented
yes, please look at implementing this. It is just as important to follow up on quotes as it is to follow up on invoices - this functionality plus visibility on the dashboard would be great
-
Emma Rosenblatt (Accounts)
commented
Please add this feature! Such an easy feature to add.
Quote should have the ability to automatically send reminders as well just like invoices. -
Neil Beardmore
commented
Would be ideal if it could be set to chase a quote a set number of hrs or days after the quote was sent
-
Lydia Whiteoak
commented
Quote should have the ability to automatically send reminders
