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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.

501 votes

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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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  • ELIAS TOBIAS commented  ·   ·  Report

    I am voting here to help all of us users of xero, although I have absolutely NO HOPES that xero as a company will care about it !

    I have been using xero since 2016 and to my perception they only do things they want !! to my experience they could not care less

    Did you notice that as time goes they make it even more difficult to reach the support hiding the links on how to reach them, they make it even harder then amazon they are champs on this what a pity

  • Daniel haidar commented  ·   ·  Report

    this is a joke! Xero just implemented changes to invoicing that seem to have zero benfefits or additional functions (only appearance actually looks worse) but has customers waiting years for this simple quote remnder setting. i mean the coding already exists for invoicing - should be as easy implementation?

  • Aiden Maddox commented  ·   ·  Report

    We NEED this! Surely as easy as the invoice reminders??

  • Dil Wetherill commented  ·   ·  Report

    Oh silly me. Just noticed that Dana's post was 2022. We are talking to ourselves here. Xero aren't listening.

  • Dil Wetherill commented  ·   ·  Report

    Dana. Hello. That response is so far short of good enough. There are already + 420 reasons on why we need it. Tell us why you haven't got this on your development pipeline. We NEED it. We don't want to keep telling you we need it. Suggestion - go ask your own commercial team if they'd like quote reminders. Or do they not use Xero?

  • Stephanie Cassimatis commented  ·   ·  Report

    Hey Xero, I have to ask why the hesitancy to allow this? Clearly it's a much wanted feature. It's been years that people have been requesting it, you have over 420 votes and countless reasons why it's a much needed feature. It already exists on the invoicing side so why not on the quoting side. You would make many businesses happy and allow them to save alot of time. Currently quote follow ups is a manual process but we have to do it as some of these quote convert and help us with our income. It's a standard feature with your competitors. So I also ask, is it worth loosing existing clients and spending more on converting new clients when you could make and keep your existing ones happy to stay?? You start working on requests with much fewer votes and this is such an easy add. It makes no sense

  • Daniel haidar commented  ·   ·  Report

    xero should review all the ïdeas relating to quote reminders and merge together.

    this is a very impoirtant feature that is missing!

  • Noah Phillips commented  ·   ·  Report

    It would be great if Xero could send out a quote reminder similar to an invoice payment reminder.

  • ImmiCo Consultancy commented  ·   ·  Report

    Supporting this entirely or even enhance the API layer to create additional triggers so that other 3rd party automation tools i.e. Zapier, to make the necessary workflows for them if don't have the time.

  • Anthony Adamson commented  ·   ·  Report

    Over 2 years and 404 votes. Do any of our suggestions ever get implemented or are we just here to generate ideas for the third party extensions? This has to be the easiest idea to implement and it has a lot of people asking for it.

  • Taran Cole commented  ·   ·  Report

    This feature has to happen, it would be a game changer. I am debating changing to another provider purley because they have this feature

  • Edward Sillars commented  ·   ·  Report

    Please can we get this implamented? It would really help myself and others in running our businesses.

  • Monica Pham commented  ·   ·  Report

    This would be a great feature and assist us in efficiently managing quotes. You could replicate the 'Invoice' reminder feature.

  • Marianela Smith commented  ·   ·  Report

    I think it is a very important feature and as there is one to follow up on the invoices, so could be done for quotes too.

  • Trevor Millward commented  ·   ·  Report

    Frankly it's as dumb as 'F' not to have this feature up and running already.

  • Stephanie Cassimatis commented  ·   ·  Report

    Hey @dana, what would it take to activate this feature? It already exists for invoices so not a new thing. PLUS the added bonus that if it is activated, then not only do we make more money but we now have more money to spend on other Xero add-ons. Simply a win- win

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