118 results found
-
Quotes - Ability to set default for Discount by % or amount
While it's nice to be able to enter a fixed value discount in our business we use % discounts only. We find the new quote discount field feature that requires a % for the discount or it defaults to $ amounts is causing us to make errors. This is especially confusing as it use to default to % and the invoice still does. I have a couple of suggested updates:
- Create a site wide setting to choose whether your default is $ or %.
- Include a dollar symbol when it is a fixed amount discount to highlight it's…33 votes -
Quotes - Insert hyperlink text in description
Ability to insert hyperlink text in description of the quotes.
Purpose: Users’ can send more additional information by inserting hyperlink (e.g. website or T&C).
31 votes -
Quotes - Packing slip template
When invoicing, there is a drop down arrow/menu next to the "Print PDF" button, where you can select 'Invoice' or 'Packing Slip'.
We need this feature to be available in the quote for printing a picking slip / delivery docket.
Is it possible to add this functionality?
30 votesThanks for raising and supporting the idea here, community. Being open this isn't something we're looking to develop into Quotes for the time being. However, if needed you could have two branding themes, with a different Quote template: one for the quote itself, and one for a packing slip.
You could then edit the quote, and switch the branding theme to the one you want to send out.
-
New Quote - Create blank lines in Quote
Since the new quote format was launched, we are no longer to insert a blank line in our quotes at the beginning of a new item. Previously, this allowed us to space out the quote a little so it didn
t look too jumbled and allowed us to space the quote neatly over two pages instead of just having a line of a quote on the second page if it didnt all quite fit on the first. Please put it back to how it was and allow us to insert blank lines at the beggining of an item.30 votesHi team, coming back over this idea I want to be upfront that enabling the ability to add blank lines within a quote is not on our roadmap.
Thoroughly appreciate the suggestion from Richard here who's shared links where you can copy spacer characters that can be added to the description field of a quote row that will ensure once saved the quote holds these lines.
We will continue to track support through the idea here and if any changes are planned we will be sure to update you all here. Thanks!
-
Xero Accounting app - Quotes should have the share option
Like in xero mobile app in Invoice we Have option to share Invoice via other apps by getting its Link (Even we can send that link to clients with SMS)
Quote should have similar share option in app.
29 votesThanks for sharing your idea, Davinder, and letting us know the changes that matter most to you. It’s great to see customers like you helping shape the future of Xero.
We have reviewed your idea, and it is now available for the community to support. Make sure to share it with colleagues who could also benefit from this feature so they can add their vote. Other members are welcome to comment and provide additional context on how this improvement could enhance their experience with Xero.
-
Quote - Copy Project through to Invoice created from a Projects quote
When creating an Invoice from a quote within Projects, the newly created invoice does not retain any connection to the Project that the quote is linked to. This is very annoying and time-consuming - as the only way to then link the Invoice to the Project is to manually select and assign every individual line item, one by one and map them against the project. Surely this is an easy fix to keep an Invoice linked to a project as the quote was? Why would you disassociate an invoice from a project that it directly relates to??
29 votes -
Inventory - Check items on Quotes and Orders from Products and Services screen
When checking information on the inventory screen it would be extremely helpful if you could click on the 'In committed quotes' or 'Quantity on order' to see the customer or supplier to which they are assigned. Sometimes I need to chase a supplier for parts but have to waste time trawling through the purchase orders to track down who they have been order from. Likewise it would save time to be able to go straight to the customer quoted once an item has been received.
28 votesThanks for your support and feedback on how visibility of the transactions related to stock on order and committed would be handy.
While we've been making a few improvements to inventory and Purchase orders recently I want to be open this is not a capability we have planned as yet.
Our product team have reviewed and will consider how they may provide more visibility in future, so I will share if there are any updates for you here.
-
Quotes - Make tax rate and account code mandatory
It would be great to make the tax rate (and account code) mandatory when creating quotes. This is a fail safe way of ensuring the gst is correct on quotes.
27 votesHi team, thank you for engaging with us about this idea here.
Being upfront we don't have any plans for making the account code and tax rate mandatory on quotes at this time.
That said, we're exploring how payments may occur at earlier points in the sales cycle, such as from a quote. Our team will consider the idea here closely as part of this.
If there is any updates to share on this I'll come back to update you here.
-
Quotes - Applying Mark up
Applying Mark up in Quote - Ability to hit 'apply mark up' and select specific costs / folders that the mark up is applied for. Ie labour costs are not based off markup but the products are. If you hit 'apply mark up' the markup gets applied to every single cost.
26 votesRounding back on the idea here it sounds like using non tracked inventory could be a solution.
In Products and services you can add items and enter a Purchase price and a Sales price for the same item.
This means you can add the marked up price for Sales and when you select the item in Quotes or Invoices this price will be reflected for the line item.
Alternatively, you could add a discount to lines of your invoice if there is a general amount or % by which you would mark up items.
Keen to hear your feedback for these options.
-
Quotes - Reduce number of steps to create and send
New quote screen has created a lot of extra steps in creating quotes
i.e.
- moved buttons out of intuitive workflow space
- save button now hidden at top right instead of at bottom of quote
- quote numbers less visible once saved
- sending a saved quote takes a lot more stepsUnderstand the need for new framework but the workflow changes have made creating quotes longer and more complicated. Thanks.
26 votes -
Quote - Ability to view previous iterations of a quote
Being able to view previous versions of a quotation to see any changes that have been made.
26 votes -
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 CPI23 votes -
Quotes - Add delivery address to quote
Thank you for adding the ability to show both invoicing and delivery addresses on an invoice.
Please may you add the same functionality to the quotes? And as a follow on, if this option is selected at the quote stage, continue this onto the invoice as well when it is created.
Thanks.
23 votes -
Quotes - Ability to change the PDF file name
Have the ability to rename the PDF file attachment so when you update your system to send Estimates you can rename the PDF as they always get sent as quote and this is unable to be changed or you can have the PDF file name anything you like just having the option would be nice
23 votesHi team, we appreciate the idea raised here and can understand how this could help with customer visibility and file management. Being open this isn't something we have plans for right now but will continue to keep a pulse on the support for this here and share if there are any plans made.
-
Quotes: Generate as legal 'Estimate' instead of quote
I believe being able to update all fields to show the word Estimate rather than Quote would be extremely beneficial. I have been able to update all except for the wording of Online Quote Link
23 votes -
Quotes - Allow customers to accept or decline specific line items on quotes
Include a tick box or similar to allow a customer accept some line items and reject others within a single quote. This is helpful for offering a choice of materials with different price points so the customer can choose how much they want to pay.
Example -
Line 1 - option 1 cost to build a path with high end materials eg paving
Line 2 - option 2 cost to build a path with lower cost materials eg gravel
The customer would select either line 1 or line 2, not both.Our quotes often have several options so at the…
20 votesThanks for sharing this idea. We can understand how allowing customers to accept selected line items within a quote could make it easier to manage proposals that include optional services or products, without needing to create and send revised quotes.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this capability would improve your quoting workflow, add your vote and share the types of quotes or scenarios where line-by-line acceptance would be most useful.
-
Quotes - View Inventory Item Cost
See Inventory Item Cost when doing a Quote. I would find it helpful, when doing a quote to a customer, to see the cost of the inventory item I am quoting on. Of course, it should not appear in the final quote going to the client, but seeing it, would give me more confidence in doing my quote and make it a lot quicker. Thanks
20 votesHi Mark, as cost price of items can change over time, if you often associate specific items you're selling to sales you make to your customers perhaps Billable expenses?
When you add the expenses to your customers invoice this will bring across the cost price of the items you've assigned.
-
API - Add quote sending
The Xero API will let you send an invoice by email - https://developer.xero.com/documentation/api/accounting/invoices/#emailing-an-invoice
There is no equivalent functionality for Quotes, each needs to be send manually. This endpoint should be added in as well.
19 votesApologies we've not responded here before now, everyone. While we appreciate your interest in enhancing Xero, ideas for our API are best shared in our Developer community. Taking a quick look I can see that a similar idea for this has already been raised and would encourage you to add your vote to this idea where we have a developer team tracking and responding to the ideas for this, there. Thanks
-
Quotes - Ability to send multiple quotes to one email address
The ability to send multiple (or up to 10) quotes to one email address
19 votesHey team, thanks for raising and supporting this Idea! we have now moved this to Gaining Support so now you can share with colleagues and friends to vote and comment on it. We appreciate all the support given so far this all helps with future developements.
-
Quote | History - View accepted by email/contact name
It would be helpful to be able to track who accepted a quote in the history and notes. The customer could have emailed the quote to another party within their organization who accepted the quote on their behalf and we have no way of showing accountability for this.
19 votes
.png){kind=link}
- Don't see your idea?