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Invoices & quotes: Quoting

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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.

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

Hi team, back with great news to share 🎉 This is now live to all customers.

Within a Quote you can now click the 3 dot menu to the upper right of the page where you'll see an option to 'Get link' 😊

Just like invoices this'll open a pop up modal where you can copy the unique link to your quote for easy sharing or even to self preview before sending out to your customer.

We highly value your feedback on this idea and participation in the forums. Thanks

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  • steve Jones commented  ·   ·  Report

    come on xero - and make this available through API too ...

  • Rua Acorn commented  ·   ·  Report

    Yes, this seems to be an oversight, not already being possible.

  • Laundon Peacocok commented  ·   ·  Report

    This costs us so much time and would be such an easy fix. Please add get quote link!

  • Rezio LLC commented  ·   ·  Report

    Emailing ourselves to generate a link is a huge waste of time when you have to do this over and over....this is a must-have.

  • Nick Unwin commented  ·   ·  Report

    same... and it sucks.

    click send > delete customer email > type mine > Send > get email and copy link to my actual email

    Should be exactly the same as invoices. Share > Copy link

  • Mike Schwede commented  ·   ·  Report

    I often send a individual email with a presentation and link to the online quote. So I always have to send myself the offer to obtain the quote link. This should be directly accessible in the quotes editing (or preview which is missing too).

  • Simon Leaity commented  ·   ·  Report

    Xero, please enable the ability to share a quote like you can with an invoice
    I do a lot of business via social media and txt and simply don't get customers email addresses.

  • Dean Tavener commented  ·   ·  Report

    This surely has got to be easy to implement. Please hurry this, it's been wanting for a long time!

  • Nick Unwin commented  ·   ·  Report

    100% - Share a link to a quote with the ability for client to accept (turns quote to invoice) then pay via CC instantly.

    We use Stripe to do this now.

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