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.
-
Darian Liprini
commented
.
-
Grant Lues
commented
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
This would make a massive difference to our conversion rate and dramatically speed up our manual follow ups
-
Sarah Jones
commented
This would make perfect sense when it is already a feature within invoicing!
-
Andre Gillbanks
commented
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