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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.

535 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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  • Rosie Rankin commented  ·   ·  Report

    I don’t think Xero give a 💩 about what their customers want, they already have our money and set this improvement thing up to appease people is my view now. Obviously not monitoring it as their only comment was April 19 2022. Disappointing, to say the least. Shame on you, Xero.

    My comment June 2022:
    Can you do this yet?! When I enquired it was a known thing, the community request pages had changed over and it hadn’t gone with them.. I made a new one, your paying customers want it, when can it be implemented?

  • Kevin Holland commented  ·   ·  Report

    "We'll keep monitoring" is just business speak for "we're not doing anything about this and don't have any plans to".

    From what I can see there's been no traction on any ideas from users on any useful features at all. All they've done since I've been a customer is revamp the UI which nobody asked for. Its exasperating. Must feature requests are so simple and easy to implement and yet they do nothing.

  • Grant Lues commented  ·   ·  Report

    Pity Xero pays so little attention to the comments posted in these forums! Maybe that's why it's called Xero

  • Anthony Adamson commented  ·   ·  Report

    Do any of these ideas ever see the light of day? I get a few updates on these ideas and none of them have gone anywhere. Some are several years old. It would be nice to hear from Xero if they have a chance of implementation.

  • Bryan Schlegel commented  ·   ·  Report

    Seems like such a simple request, like sending out reminder invoices for ones that haven't been paid which already exists.

  • 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.

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