118 results found
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Quotes - Add a created by column in Quotes list view
Ability to add Created by column
3 votesThanks for highlighting this suggestion, John. We understand the request to show the user who created each quote directly in the Quotes list view, rather than opening individual quotes to check.
We've updated the status to Gaining Support so we can continue tracking community feedback. If this could be useful, add your vote and let us know.
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Quotes - Ability to Schedule date and times quotes are sent
Schedule date and times quotes can be sent out.
3 votesThanks for sharing how you'd like to see the recent feature we've introduced in invoices expanded to quotes, Jonathan. Understand wanting more control and professionalism of transactions you're sending from Xero.
We'll be sure to share if there are plans made to implement this feature for quotes too.
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Global discount in Quotes/Invoices.
It would be useful to have a button to apply a discount to all lines in a quote/invoice at once, instead of having to edit them one at a time. Alternately, a global discount line at the end which applies a discount to the whole quote/invoice.
3 votesHi Anthony, it's currently possible to set a discount % for Sales transactions within a contacts record. This default will be applied to both invoices and quotes you raise for that Contact - Does this suit your needs here?
I notice you also mention being able to set a discount for the total of the invoice - we have a separate idea that you may like to vote for across here.
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Quotes - Display estimated Stripe processing fees or surcharges on customer quotes
Show optional CC processing fee in the quote if customer chooses to pay that way. I am currently having to create a new line item and manually calculate CC fees. Would save alot of time if the quote total showed the stripe fee automatically.
3 votesAppreciate your time to suggest this, Greg.
Being able to show estimated Stripe processing fees on a quote could give customers greater visibility of the potential payment cost before deciding on their payment method.
We’ve updated the status to Gaining Support so we can continue tracking interest. Add your vote and share your feedback if this could help your workflow.
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Invoice - Support macron character for Māori words
Kia ora,
I live and operate in New Zealand, where Xero was first created. With living in New Zealand, we use a lot of Māori words in our everyday lives.
That said, I just created a quote for an upcoming photoshoot which is going to be held in a town in the Bay of Plenty called Ōmokoroa. But fortunately, the marcon that appears above the Ō turns into an L when the quote is exported. Can you please let the development team know about this issue please?
3 votesAppreciate you raising this, Caleb. Supporting macrons consistently throughout Xero could help ensure names and other information are recorded accurately.
We've moved this idea to Gaining Support so we can continue gathering feedback. We'll keep the team updated on the interest and use cases shared here as they consider future improvements.
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Quotes - Increase font size for line item grid
Please change the font size back to the larger size in the quoting & invoicing where the line item entry section on the quote/invoice edit screen, where the Description, Qty and Amount fields appear smaller than the other fields at the top of the page.
The larger size the same as the reference/date fields was much better.
3 votesHi Sharna, we understand you’re looking for the ability to increase or scale the font size within workspace grids, so line items are easier to read when working with detailed data.
Having adjustable text sizing could help improve readability and make it more comfortable to work through longer lists of items.
We’ll continue to track feedback and interest from the community for this idea, here.
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Quotes - New Status for quotes on hold
In addition to the existing quote tabs, add an On Hold status. It does not need a separate tab. The quote can stay on the Sent page with a clear visual indicator like a dot, icon, or color tag showing it is on hold. This would cover quotes that are not ready to proceed or are conditionally approved but not fully approved, without marking them as accepted. Although the notes section is quite handy, I believe having some sort of visual impact will increase the users' efficiency. :)
3 votesHi Stephanie, thanks for sharing your idea, and letting us know the changes that matter most for you. We understand the need to have an on hold status or pending status.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Xero Accounting App - Ability to sort quotes order
In app version, when we click omn Quotes then we see 2 options to choose- numer of quotes sent & number of quotes to invoice.
When we click on number of quotes to invoice then we see all the quotes converted to invoice. But they appear as increasing order means oldest quote on top, we should have option to change the order i.e newest quote on top.3 votesThanks for sending through your idea and highlighting what’s important to you.
We’ve taken a look, and now it’s over to the wider community to get involved. If others you work with would benefit from this too, feel free to share it so they can add their vote.
Other users can also jump in with comments to share how this would improve their experience in Xero—we’d love to hear more perspectives from the community.
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Invoicing - Option to select and carry over file attachments when copying a Quote to an Invoice
Currently, when creating an invoice from a quote, there is no option to carry along the documents to the invoice that are attached to the quote. We upload the purchase order to the quote, but then we have to upload it again to the invoice. There should be a tick box function, like there is for marking the quote as invoiced, to select whether to carry the documents over to the invoice, and even an option to select only some documents to carry over.
2 votesAppreciate you bringing this to the community. The main request is to keep relevant Quote attachments available when the Quote is copied into an Invoice, without requiring them to be uploaded again.
Giving users control over which files are copied could make the quote-to-invoice workflow more flexible.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your invoicing workflow, add your vote and share your preferred setup.
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Dashboard - Add an outstanding quotes widget to the main dashboard
I want the option of a widget showing all outstanding quotes on the homepage. It is available on the Sales Overview page, but I want something similar on the homepage please
2 votesWe understand the request for a Quotes widget on the main Xero dashboard, similar to the existing information available in Sales Overview. A quick summary of outstanding quotes could make it easier to check the sales pipeline without opening another page.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you’d like the widget to work.
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Quotes - Preserve spaces and special characters in default PDF export filenames
Default "Print PDF" filename for Quote PDF documents should not have spaces and dashes removed from the Quote number text before forming the document file name.
Example: If I enter "Q-5678-9 123 Fail St" into the Quote number field, Xero "grooms" the PDF file name text to be "Quote Q56789123FailSt.pdf"
This creates unnecessary additional work to un-groom the file name every time a quote is printed to PDF.
By comparison, this unnecessary false grooming does not take place when using the Print PDF function for a Xero Invoice.
2 votesThanks for highlighting this improvement, Jonathan.
Keeping spaces and hyphens in quote PDF filenames could make downloaded files easier to identify and manage, particularly when saving or sharing multiple quotes.
We've updated the status to Gaining Support. Add your vote if this could help your workflow and let us know what you'd like the default filename to include.
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Quotes - Ability to search or filter the quotes list by customer City or Region
There is multiple quotes that i want to search by "CITY", but it seems that it is not possible.
Can someone guide me how to action this?
-Frustrated Customer
2 votesHi everyone, thanks for the suggestion. We understand you’re looking for better ways to organise active quotes by customer location, such as City or Region.
This could help streamline regional planning and reduce the need to manually check individual quotes for address details.
We’ll continue to collect feedback and interest from the community.
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Quote Report - Change Invoice Ref and Date columns to 'Quote'
Reports - Quote Summary pulls incorrect column references. Xero dont accept this is an error and think its a product enhancement.
Currently when you produce a quote report you cannot have a column titled Quote Ref or "Quote date". Xero has a bug which is using "Invoice Ref" and Invoice Date". Obviously for customers of our business they get annoyed that we are sending them reports implying a quote has been accepted and invoiced rather than purely pending. Such a basic error in Xero but they just dont accept the error2 votes -
searching
Ability to search for key words in 'Title' of quote section under Customer.
Currently you can only search for Quote No. Reference and Customer
This does not help as I still have to scroll through all the quotes from a customer to find a specific part I have quoted1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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"Contact merchant" feature uses the organisation's reply-to email instead of the creator's login email
When customers go into the quote link in the email and click "Contact merchant" feature it uses the creator's login email instead of the organisation's reply-to email.
It would be better if the organisation's reply-to email is there instead to keep it private, or a function to disable this to prevent the log-in email from being used by customers
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Treat Invoices quotes and proformas the same for entering
Invoices / Quotes / Proformas all need to be exactly the same, and how you enter them exactly the same.
All we need is the ability to store them and use them different.
For example, a customer wanted a quote, and that needs all the details (except their order number) as a Pro-Forma or an Invoice.
The Quote does not show the customer delivery details when you are entering a new customer [see below] so I had to go all around the houses to enter it, and then I had to print a PDF on the screen just to make…1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Xero Accounting App - Add/edit contact VAT numbers on mobile app
Please allow for the loading of a VAT number on the App. We are a mobile business that doesn't always have access to a PC
1 voteThanks for taking the time to suggest this. We understand the request to add VAT number to the contact details available in the mobile app could make it easier to keep customer records up to date.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and let us know how you’d use the feature.
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Quotes - Update quote after invoicing backorder
When invoicing from the quote have the quote be updated after what was invoiced just like how the feature is for the purchase orders
1 voteThanks for your idea, Leona. Trying to better understand your business processes here, can you share the sort of updates you'd expect to be made to an associated Quote when an invoice backorder is placed and why this would be useful?
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