Add option to remove quote acceptance button
The "accept" button on Xero online quotes would be awesome for us if it required payment on the spot or at least sent an immediate invoice to the user. But instead, I just get a mail from Xero saying "Woohoo! [company name] has accepted quote [number] for [amount]". But it gives no indication what person at the company clicked accept. Quotes are often handed around. So there's often not much I can do with this. And it's worse than useless, because whoever clicked "accept" may think "now I'm done" and stop working on the order. My preference would be for "accept" to be treated as "buy now" or at least take an email address for the desired invoice. But until/unless Xero implements that, I'd settle for an option to remove the accept button entirely from my online quotes so they don't confuse and misdirect my customers.
Gordon Lyon
shared this idea
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Gordon Lyon
commented
I'm so glad to hear that your reviewing the idea. My preference would be for "accept" to become a "purchase" option (let the customer pay immediately online--perhaps by auto-converting the quote to an invoice). But without that, I'd like the option to just remove the "accept" button that continues to confuse my customers.