Skip to content
← Invoices & quotes

Enter your idea

Invoices & quotes: Quoting

Categories

(thinking…)

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

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
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! 😊

Show previous admin responses (2)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • 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.

1 2 4 Next →