Autonomous Quoting System
Xero lacks a native, autonomous follow-up mechanism for sent quotes. For service-based industries, this is a critical operational gap.
I propose a fully autonomous Quote Follow-Up system that automatically triggers follow-ups based on predefined rules (e.g. time elapsed, no response, not accepted/declined), with editable schedules and message templates. The system should operate without manual intervention once configured and display follow-up status directly within the quote timeline.
Without this capability, businesses are forced to rely on external CRMs or manual tracking, fragmenting workflows and increasing administrative overhead. A fully autonomous follow-up feature would materially improve quote conversion rates and strengthen Xero’s position as a true end-to-end business platform.
Alireza Kamalzadeh
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