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Invoices & quotes: Quoting

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New Homepage - Track Quotes

Ability to track quotes and Purchase orders on the Dashboard

Purpose: This would allow for quick access and visibility of quotes

154 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.

With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.

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  • Alan Cook commented  ·   ·  Report

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

  • Amelia Sykes commented  ·   ·  Report

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

  • Ashlee Robertson commented  ·   ·  Report

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

  • Mark Ristevski commented  ·   ·  Report

    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?

  • Mark Ristevski commented  ·   ·  Report

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

  • John Robinson commented  ·   ·  Report

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

  • Glenn Burbridge commented  ·   ·  Report

    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.

  • Anthony Sanders commented  ·   ·  Report

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

  • Roger Newton commented  ·   ·  Report

    Show Quotes on Business overview (Home Page)
    Thanks
    Roger

  • Gail Lauf commented  ·   ·  Report

    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.

  • Carlos Chamorro commented  ·   ·  Report

    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

  • Tania Niccolls commented  ·   ·  Report

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

  • Mike Schwede commented  ·   ·  Report

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

  • Bryan MURPHY commented  ·   ·  Report

    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.

  • Rebecca Barrett commented  ·   ·  Report

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

  • Finance ImConceptions commented  ·   ·  Report

    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.

  • Graham Lane commented  ·   ·  Report

    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.

  • Carlos Chamorro commented  ·   ·  Report

    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.

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