Quotes - Autosave
Hi
Would love to see the autosave available for Quotes. Often my clients are distracted whilst creating Quotes and when they've navigated to another section (rather than opening a new Xero tab), the Quote disappears!
For one of my clients, his quoting is very detailed and this process takes valuable time which he'd rather not have to repeat if the Quote is no longer there.
Invoices are autosaved of course, once a Contact is entered, so I would assume that the same principle could easily be applied to Quotes....
Thanks!
Belinda Vaartjes
shared this idea
Hi everyone, we appreciate interest from you all here in being able to adopt autosave into Quotes. Across the board there are mixed reviews from users that would, and those that would not like to see this enhancement across Xero features.
Right now, the current experience requires you to click Save on the quote before navigating to another screen in Xero.
We appreciate there are other contributing factors to the need here like session timeouts and internet connectivity.
Being upfront this isn't a feature we have roadmapped at this time, however our product teams are aware of the needs and interest of this here and will take this into consideration as they continue to plan the future of Quotes across Xero. If there are any plans to progress this we'll make sure to keep you all informed and updated through this idea. Thanks
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Kern Jamieson
commented
I agree with this massively.
I have just lost another 2 hours of my life and valuable calculations down the drain due to me forgetting to save.
Autosave is in almost all other online applications, please make this a feature that can be accessed as it feels like the app is very much in the dark ages without it.
Now im off to work having wasted a moring on this xero app.
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Joanna Gibbs
commented
Yes please!!! Auto save for quotes DEFINITLEY!!!!! Too many times we loose data
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Sara Langfield
commented
We have just lost a large amount of quoting work. We press save continually and it still disappears. AUTOSAVE IS NEEDED! We are loosing so much time with Xero shutting off and logging out and not autosaving the quote work.
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Sandra Evans
commented
No Autosave for quoting is a real issue and should be a function that is added to the software. Several times now we have lost hours of quoting work in the blinknof an eye. Sometime it is not clear why it has happened and othertimes it is accidental click of a button. You can't retrieve it from anywhere, leaving extreme amounts of stress for the creator. Please add automatic saving to all the software areas, even if it is in settings tonturn on or off as a user.
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Sandra Evans
commented
Lost hours of quoting this evening and this has happened several times now. Incredibly frustrating amd disappointing it is not a function that secures the work.
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RHINO2- Ray Leong
commented
Read those comment shared and its exactly what i had experienced and gone thru.
Been disappointed and ******, to have to re-type all those details calculation.
Hope other new user, doesnt had to get thru this nightmare.Look forward to have this fixed....
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Michal Wierzchowski
commented
just lost whole day of work because of that.. pleas fix it.
Autosave seems so obvious!!!! -
Lewis Tidy
commented
I cannot believe this is still not a function in Xero, how many times have I accidently clicked on something which takes me off of the quote and lost hours worth of typing and calculations.
Once, I kid you not I had been typing up a quote over 6 hours and we got a power cut... -
Sara Langfield
commented
This is would be a great feature! Our computer shuts it's self down and we loose everything. Autosave on quotes would save us lots of time.
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Atlantic Accounts
commented
Yes, similar experience here. Also, having tabbed across the page, an error opens, then when the error is closes, the quote closes also.
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Michael Maher
commented
I can't understand how this isn't already a thing.
I've lost HEAPS of time because of this and it is so frustrating.
Sometimes I even just write it as an invoice and then "copy to quote" at the end. -
Ian Terley
commented
I've lost business due to not submitting a quote in time because it got lost.
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Clayton Cowley
commented
Absolutely, I've wasted so much time trying to remember what I wrote in the quote when it didn't autosave. Seem archaic not to. I'm considering other accounting software..
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Annette Yandle
commented
Yes Please, Same deal, I have many lines in my quotes, and yes if you hit a wrong key, come on Xero make it simple for us please.