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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.

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Rosie Rankin shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • Emma Rosenblatt (Accounts) commented  ·   ·  Report

    This feature would be very helpful as it would prevent a lot of double ups and mistakes, secondly it is a vital feature for ensuring financials are not missed.

  • Rob McAdam commented  ·   ·  Report

    Core feature Xero, and you already have the functionality. Please implement as a matter of priority

  • David Schembri commented  ·   ·  Report

    This is a vital feature for ensuring financials are not missed.

  • Claire Ginbey commented  ·   ·  Report

    Given the ability to setup automatic reminders it would be an awesome feature for our clients to be able to use this type of functionality as well.

    I have 6 clients in the last 10 days who we have recently setup the automatic invoice reminders for who are now asking if we can have this done for quotes.

  • Dane Robinson commented  ·   ·  Report

    181 votes and multiple comments so far. Is this something that your team could look at implementing?

  • Emma Rosenblatt (Accounts) commented  ·   ·  Report

    This would be a great improvement to the quote side of XERO. This would allow us to better follow up our clients and also keep our quotes up to date and tidy.
    I feel like this would be a very easy feature to add in as the Invoice and Bills sections already have similar functions.

  • Peter Sibilant commented  ·   ·  Report

    Just speaking with my EDM consultant and we were both stunned to realise this isn't already a core function of Xero.

    We can accomplish this through some convoluted data sharing between the CRM and Zapier - but we shouldn't have to.

    Invoice reminders are a core feature and it makes no sense why Quote reminders aren't also a feature/function.

  • Kenosi Seema commented  ·   ·  Report

    This has really become a critical point for our small fast growing group of companies. How many votes are required before it is implemented?

  • Aaron Stransky commented  ·   ·  Report

    I'd also like to see this. In fact, a Google search lead me to this page while I was searching for this very thing!

  • Brenda Lai commented  ·   ·  Report

    It is very important for us to have the system automatically send out quotes reminder 2 weeks before the expiry so our sales can follow-up with a call or email to close the order.

  • Stockshed Limited commented  ·   ·  Report

    Hi All Well I'm frustrated about this too! It would be great to have an automated reminder. I've found a temporary work around but it's not automatic so you do have to go back to your quotes sent list to manually send it. You can create an email template called Quote follow up and write your quote follow up letter and then resend a quote say 5 days later manually using the email template you've created.

  • Dan Flower commented  ·   ·  Report

    I'm in agreement here, quote follow up would be a fantastic tool and I would really like to see it introduced.

  • Karen MacDonald commented  ·   ·  Report

    i cant believe this is still being voted on. the manual work involved by my Admin to chase up these quotes could be totally avoided by automation.

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