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.
Rosie Rankin
shared this idea
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being able to send reminders we'll be happy to share and update you all of this, here.
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Karina Chajka
commented
As a product and serviced based business this is a seriously lacking feature that should be standard. Xero PLEASE and this to your next update, this will not take much effort to roll out and will benefit many companies.
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Rosie Rankin
commented
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?
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Darian Liprini
commented
Please implement this! Would be very helpful in our business
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Wendy Goodger
commented
Quote reminders are essential to our business also & I agree that I feel we miss out on Quote follow-ups. I wouldn't think this would be such a big deal especial when you can send follow-up Invoices?
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Jennifer MacMillan
commented
How is this not a thing yet guys?
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Rosie Rankin
commented
Can this be actioned now please?!?!
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Brendon Fredericksen
commented
I cant see why its not included already..
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Sharon Convery
commented
As a business we send around 60 quotes per week, we feel we are missing out on winning business due to no quote reminder function.
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Moh Daud Moh Shafiq
commented
Quote reminder is a much needed thing. Xero should add this important yet very simple and easy feature to make things easy for Xero users. Other competitors offer this feature.
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Tracey Jones
commented
This is an essential feature to have for any business
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Darian Liprini
commented
@Admin do you have an update on this? Seems like simple dev as it is the same as the quotes
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Benjamin O'Brien
commented
It would really help in progressing quotes, avoiding backlogs and reducing the need to re-quote when clients forget to accept on time
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Matthew Perrett
commented
Please please please add this function! You can do it with invoices so hopefully shouldn't be too much development time to add this for quotes! Thank you!
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Lewis Dargavel
commented
Massively needed. Saves manually chasing PO's for completed work
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Tamrin Strauss
commented
I think that this would be critical for me as I can save a lot of time and then I would be able to focus on more daily tasks.
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Chennel Smith
commented
For a company that processes more than 100 new quotes a week, this will be a very helpful tool.
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Ashleigh Liprini
commented
This would save me so much time!
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Naomi Van Wijk
commented
Amazing, this will help the customer and ourselves. We are so busy and sometimes not enough time in a day or enough hands.I personally think the customer will feel sort of good because we follow up and don't neglect them.
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Kobi Van Wijk
commented
We sent many quotes and most of them don't get respond on time then we must follow up by calling the client back again
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Kobi Van Wijk
commented
we send out hundreds of quotes and most don’t get replied to unless we manually follow them up.