Enter your idea

Hi, would like quick access to draft quotes & draft invoices, and also a small list of recent quotes.

Widget to show outstanding Quotes

Is there any chance of adding quotes to the list of widgets we can add to the dashboard

This would also be great for me to quickly see which quotes I need to follow up on

Would be good to have a QUOTES widget, I use this function as much as I do bills and invoices

Is this active as of yet?

Our company heavily relies on outgoing quotes for business performance. Which directly applies to marketing campaigns and strategy. The ability to review outgoing quotes input through xero allows us to forecast business performance and future cashflow.

I'm happy with the attached pdf formwork to create an instant dashboard reference to outgoing quotes for month/quarter/year.

Can you please update me once this widget is available?

Outstanding (i.e. Draft, Sent) & Expired Quotes Widget

Can you add a widget to the home page for Quotations?

If this goes ahead could you add quotes per month sent. We like to track our outgoing quotes month over month.

Add quotes as a dashboard widget - there is currently no easy way to get to current quotes which are awaiting approval

I would like to see quotes that have been Accepted/Declined in the dashboard and then be able to convert them to Invoices if accepted.

Create a Quotes Widget for the new homepage.
Would be a great visual reminder to follow up on outstanding quotes.

Show Quotes on Business overview (Home Page)
Thanks
Roger

Many of our customers require a quote before issuing us with a purchase order. The fastest way is to copy a previous quote, and to edit as required to create a new quote. If we could click on a button from the homepage rather than bring up Quotes from the sales list, it would save us much time.

Hi Xero Team. Very happy with the update done. I know Xero is an accounting focused software, but I believe a lot of us use it as a full company software. Would be nice if we can add some sales widgets in the main homepage.
For example: One way to see Quotes Sent, Quotes Accepted and Quotes Invoiced in $.
Keep up the good work.
Thanks

Add a widget for managing quotes. So easier to quickly convert quotes into invoices and view them etc.

A list of sent quotes not yet accepted/declined quotes, sorted by sent date would be helpful with a direct "follow up" email button.

The widgets on the new dashboard are useful for someone in an Accounts Dept, but irrelevant to sales people. Please add widgets for the status of quotes and purchase orders.

Would be useful to have a guide for the sales funnel on the same platform.

I love this idea and have thought for a long time that having a Dashboard Widget for Quotes would be not just really useful - but actually quite essential.