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2 results found

  1. Quotes - Add sales tax lookup tool

    The sales tax lookup tool is really nice to have on invoices. That function should be added to quotes. When I'm trying to quote a customer, that isn't an option (sales tax lookup). I have to select a pre-saved tax rate. Seems like it would be easy to add that.

    13 votes

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    12 comments  ·  Quoting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we're really grateful for your insight into how you use and apply sales tax when trading with customers. Our team have found this very valuable as we continue to develop auto sales tax across other areas of Xero.

    With that in mind, our team have been working on auto sales tax within quotes and would love to get your feedback on it. If you'd be interested in signing up to our beta please share your interest through this form✍️ and we'll be in touch over the next couple of weeks. I'll return once our team have evaluated the outcomes and we have more progress to share.

  2. Quote - Get a link that can be shared externally

    Ability to get quote links so users can also send it from their own/other email address.

    Purpose: To simplify the current workflow. As users’ currently sending a quote to themselves from Xero, and then copy the link out of there.

    88 votes

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    73 comments  ·  Quoting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we totally get the expectation here for quotes to have an online invoice view considering this is available for Invoices.

    We appreciate the desire for more consistency across the Sales experience from end-to-end.

    With this in mind, we’d like to share that our Product team has picked up this idea as part of work they're exploring right now. I’ll keep you in the know as it moves along! 😊

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