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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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  • Naomi Van Wijk commented  ·   ·  Report

    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.

  • Kobi Van Wijk commented  ·   ·  Report

    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

  • Kobi Van Wijk commented  ·   ·  Report

    we send out hundreds of quotes and most don’t get replied to unless we manually follow them up.

  • Grant Lues commented  ·   ·  Report

    Actually My idea - we send out hundreds of quotes and most don’t get replied to unless we manually follow them up. Auto follow up Would greatly assist us as a time saving system as well as helping cashflow

  • Darian Liprini commented  ·   ·  Report

    This would make a massive difference to our conversion rate and dramatically speed up our manual follow ups

  • Sarah Jones commented  ·   ·  Report

    This would make perfect sense when it is already a feature within invoicing!

  • Andre Gillbanks commented  ·   ·  Report

    As a business that primarily deals with insurance companies this would be greatly beneficial and increase our cash flow a lot, it should have been implemented in xero since day 1

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