Notification | Send to REPLY TO email when quote accepted
When a customer accepts a quote via the link the email is sent to the users email address - suggestion is to have it sent to the REPLY TO email address and / or the USERS address.
Bec Tatchell
shared this idea
Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.
We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.
While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.
Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.
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Dean Tavener
commented
insane, obscene even, that this wasn't set up this way by default from the start. Why would any company want crucial activity on their quotes going to individual users' email inboxes instead of an actionable team mailbox, or at least to have that option. Please fix!
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Joseph DAmore
commented
It would be great to be able to send a quote / invoice from a single email account and get the approval / comment to that same account.
Currently, if Employee A sends a quote, only Employee A gets notified of it's acceptance or comments. However, I have the email set to our shared account (ex. info@business.com), all correspondence should go to the account set.
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Joanne B Coker
commented
Choose who the replies go to when customer replies to a quote. Currently, the ask question, accept / decline replies go to the user who created the quote rather than the company email or the email selected in the email settings page. I create quotes for my clients and want the replies to go to them not to me as the bookkeeper.
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Maree Wallace (Business Allsorts)
commented
Bookkeepers often send out quotes on behalf of their clients. When the person receiving the quote clicks accept, currently the acceptance email it is sent to the person logging into Xero, regardless of the reply to email settings. We need an option for any online quote acceptance, decline or question to go to a specified email address rather than the logged in user.
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Jodie Hogan
commented
Would be very useful to have the option to set a single point of contact for all quote replies, not just to the person who generated it.
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Carolynne Wintle
commented
Please fix this breach of privacy. quotes should be able to be sent from the REPLY TO email address and all replies and notifications sent to the same.
We do not want personal email address provided to our customers - this is a breach of privacy that the email settings option is supposed to address.
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Cherie Gaskin
commented
As it stands at the mome t, which ever user created the Quote is the only person who receives the notification. This is really not ideal as this person may leave the company and they are the only one who knew the job was accepted.
This needs to go back to the company email address. -
Alanna Fittes
commented
it is incredibly important to know WHO accepts/denies the quote and receive a notice when this occurs. Currently, it says "system generated" which means the quote may have been accepted/denied by someone other than who the quote was sent to
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Steven Scarano
commented
Please fix this issue. quotes should be able to be sent from the REPLY TO email address and all replies and notifications sent to the same.
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Vicky Richter
commented
Absolutely. Client does not want personal email address provided to their customers - breach of privacy that the email settings option is supposed to address.
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Lynn Corless
commented
We have customers who accept our quotations on line and then are calling us to ask if we have received the accepted quote - it would be much easier once accepted to send over an automated email so they know we have received the quote.
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Marc Reidy
commented
Jesus why is this a voting thing. Its crazy that this is not a feature.
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Adam Green
commented
I've decided to start using quotient. It is much better than trying to find a fix for this. Clearly they can't be arsed
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Linda Sherston
commented
With multiple users using their own personal email, it is simply not practical to have quote acceptance emails sent directly to them.
Surely this is not a difficult fix. Include this in the email settings reply to email please!! -
Lauren Webster
commented
This is making us look unprofessional, causing unnecessary workload and should surely be a standard feature
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Gerry Davis
commented
Notification to go to our accounts dept important
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Daniel Askey-Doran
commented
We have had clients make comments or approve quotes, and we have no idea that this has happened. Then they ring a few days later to see why we are slack... This NEEDs to be fixed
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Rhys Jeffery
commented
Strange that this is not already built. This is super necessary. Common Xero!
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Amanda Chisholm
commented
The current workflow makes no sense by sending a quote acceptance to the person who has raised the quote. Ideally, we should be able to nominate the email address that should receive the quote acceptance/decline notifications and this could be different to the person who raised the quote and also different to the reply to email address.
For now, I will have to create an automation to forward the acceptance email on so that the next step can be actioned. -
Val Jagger
commented
Don't get a notification when a customer has accepted a quote.