Enter your idea

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?

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

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.

Initial Client engagement often starts with a Quote so it makes sense to be able to view the sales pipeline alongside billing and associated spend.

The ability to track quotes on the Dashboard would be really helpful. Although I understand Xero is not a CRM, many small business use Xero as such and would highly benefit from a simple glance of the sales funnel. You already have it in SALES OVERVIEW, you could essentially start with just that informacion.
SENT QUOTES APPROVED QUOTES and DRAFT QUOTES.

I really like the ability to quote clients, then convert to invoices, BUT I want to see the QUOTES on a DASHBOARD tile.
It is not a difficult thing, but having to go to multiple screens to get an overview of my business is surely not right!
Come on Xero, give us the QUOTES Dashboard tile please!!

This really should be a feature. Having an overview of the quote statuses is invaluable.

Any update on this request. It seems to be a very logical and important thing to have on the dashboard. I have seen this requested many times over and I personally put a request in, when i first started using Xero in 2019. Its not just about the quick search to the quotes section, its to have an overview on the dashboard for easy view of the status value of the quotes.

I would love this feature!

This is most important. If not adding it as a separate box on dashboard at least add it as a clickable link under invoices with the draft, waiting payment and overdue - this shouldn't be too hard of a change make and will make quotes so much more visable! Please at least do this, if you won't add quotes with accepted, submitted, draft as a separate box.