Quote - Ability to have quote reminder
Add feature to automatically follow up on quotes / send quote reminder *days before expiry or *days after quote issued — as there is with invoices. This feature comes standard with most other quoting interfaces.
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
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Jayde Merrington
commented
I would most certainly find Quote Reminders useful. Would save me so much time and hassle having to go through quotes which haven't been accepted by a certain date. I can't understand how this is a feature for invoicing but not for quotes? Seems a bit odd to me, particularly since there is an expiry date for quotes but the system takes no action when the expiry date arrives? Hopefully we see this feature in 2026, along with the ability to set up a quote to dispatch on a future date.
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Tomasz Byra
commented
Quote Chasing Capability, New Feature
We currently have the ability to automatically chase invoices and send invoice reminders. However, there is no functionality in place to automatically follow up on outstanding quotations. Introducing an automated quote chasing feature would allow the system to send scheduled reminders for unaccepted quotations, improving response times, visibility, and conversion rates. -
Alireza Kamalzadeh
commented
Xero lacks a native, autonomous follow-up mechanism for sent quotes. For service-based industries, this is a critical operational gap.
I propose a fully autonomous Quote Follow-Up system that automatically triggers follow-ups based on predefined rules (e.g. time elapsed, no response, not accepted/declined), with editable schedules and message templates. The system should operate without manual intervention once configured and display follow-up status directly within the quote timeline.
Without this capability, businesses are forced to rely on external CRMs or manual tracking, fragmenting workflows and increasing administrative overhead. A fully autonomous follow-up feature would materially improve quote conversion rates and strengthen Xero’s position as a true end-to-end business platform.
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Deborah Webber
commented
Quote Reminders will never happen, because compared to other items in the roadmap - the other items make Xero more money. So I am looking at switching to Quickbooks as they have quote reminders & it seems they are listening to what business owners want
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Chris Attwell
commented
Echo everyone's comments a quote reminder tool would be extremely useful
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Mary Miller
commented
It seems this has been requested many times over a long period of time?! I echo what another user said 'This really should be a simple copy and paste by Xero Developers of the "invoice payment reminder" coding into "quote reminder" coding. Come on Xero. Time to improve.'
Xero are responding with 'its on our radar' but over a year later no changes/improvements - this suggests it was never on the radar but a delay tactic to something that may never change. If this is the case you will most definitely loose customers ...us included. -
CCC Window Cleaning Pty Ltd
commented
Please give an update on this as this is a feature highly requested, most small businesses like us don't have teams big enough to send quote reminders manually.
It shouldn't be too hard an integration to do considering there is already an invoice reminders feature. -
Kamonchanok Kenyotha
commented
Hi Xero Team, thank you for the periodic update. This feature would really help small businesses like us who don't have much time or resources to spend on following up quotes that have been sent out to prospect clients. I have been sending quotes for over past 3 years and most of the time I only get to call up a few people if time permits as I take on many roles as a small business owner. Most of the time, people just need a gentle reminder so they can proceed with their projects/purchase. If this feature could be implemented soon, it would help many of us in closing the deals to get an actual job. Appreciate your understanding and looking forward to hearing from you.
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Brent Swann
commented
This really should be a simple copy and paste by Xero Developers of the "invoice payment reminder" coding into "quote reminder" coding. Come on Xero. Time to improve.
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Pietro Usai
commented
The last note from XERO was in August; we are now five months later. You need to add this functionality, or you will start losing out to other offered packages!
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Damien O'Looney
commented
Im going to check out MYOB, thanks.
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Rachael D
commented
Yes, in our business we were just talking about this recently. Whenever we manually remind our customers of their quotes becoming due, we definitely get an improved take up. It's an important business feature and needs to be automated.
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Deborah Webber
commented
Looks like MYOB has implemented quote reminders.
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Peter Sibilant
commented
That this still isn't implemented nearly 3-years later, yet the cost of Xero has near doubled in that time, isn't filling me with the confidence I once had when I switched from another cloud accounting package.
In that time, that other accounting package has added far more features than Xero now has...
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Te Arahi Kapea
commented
DO IT!!!!!
I've seen suggestions about using a CRM to do it, why would do that? I have a system already setup that knows when a quote is going to expire and needs a follow up. We all know sometimes clients just need a quick reminder and it's really not that hard to setup??? You've already got it for invoices .... -
Damien O'Looney
commented
Almost three years and still this feature is not been developed. I agree with Gordon Lyon that we dont want to badger potential clients, but we get many clients that put through a quote, designer and submit their kit and think they have ordered. A reminder to approve (or reject) the quote would remove the doubt.
The reject feature is also important.
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Gordon Lyon
commented
I previously voted for this feature, but now I'm not so sure. One of the main reasons I left Quickbooks Online is that my emails often didn't get through because so many systems classified QBO emails as spam. This seems to be happening more and more with Xero too. The root cause is users receiving Xero quotes and invoices reporting them as spam. Sometimes this happens due to scammers/spammers sending fake/unsolicited invoices, but it can also happen when users get annoyed by unwanted "reminders". I think allowing one automatic quote reminder is reasonable. But beyond that, the recipient probably just doesn't want to buy. If a business wants to badger me with more than one quote reminder, it seems fair that they also have to log in and press send and hopefully write a message.
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Anil Arslan
commented
Hey Xero sounds like you’ve gone rogue on this complex and revolutionary idea of quote reminders. I won’t add to the frustration of my fellow peers, instead I’ll come to you with solutions.
Please follow these steps:
> Go to Google search > type ‘chat gpt’ > follow prompts > type ‘write me a code for quote reminders’ > enter > ctrl c + cntrl v > go to google search > type ‘xero’ > click 5 stars > leave a self-assessment review along the lines of ‘prompt solution focused customer service, will highly recommend’ > submit.You’re welcome 😁
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Anthony Adamson
commented
I second everything Elias just posted.
I will add that it is clear to me that Xero only caters to their real customers... the integrated app developers. They don't want to add features, they want us to pay for additional services from which they get their cut. It is better for Xero if they offer basic core services like inventory to attract new customers, but then make sure it is basically unusable so that we have to go out and buy another services that is far more than we need, but functional.
Prove me wrong Xero. Update just a handful of these features your customers have been begging you for.
quote reminders
being able to upload inventory as untracked so I don't have to do it manually
being able to hide unit costs BUT keep the unit quantities in a standard form
bundling products (no, this is not the same as a work order)
etc -
ELIAS TOBIAS
commented
Subject: Urgent Call for Action: Stop Ignoring Your Customers
Hi everyone,
I completely understand the importance of requesting updates, but once again, we’re met with the same robotic response: "Quote reminders are on the team's radar," the same hollow promise that has been recycled time and again.
Here’s the reality—one day, like it always does in business, a competitor will emerge with the same features you currently offer, and suddenly, you’ll care. Unfortunately, by then, it will be too late.
Right now, I feel like a captive customer, staying only because I’m unaware of any viable alternatives to what Xero provides. Instead of using this as an opportunity to stay ahead of the competition, you seem content to rest on your laurels, while your paying customers are left unheard. You’re dancing on the edge, assuming you’ll always be the leader, but that’s a dangerous gamble.
Trust me—after 40 years in business, I’ve seen it happen. Customers, including myself, will bolt the moment a new option arises, and when that happens, no amount of price cuts will bring us back.
This is a wake-up call, Xero. Start listening to your customers now, before it’s too late.
Best regards,