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Invoices & quotes

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22 results found

  1. Quotes | Search by Item or account

    Quotes/Sales Overview
    Be great to search by account in addition to current fields. For those business that need to track quotes based on product or brand or account, this would allow a business to see activity and also follow up quotes from the one screen. hope that makes sense.

    5 votes

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    2 comments  ·  Quoting  ·  Admin →
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    Gaining Support  ·  AdminHasan Dhan (Admin, Xero) responded

    We appreciate you sharing your idea, and letting us know how searching for quotes by item or account would be helpful, Vange.

    Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    We will keep an eye on the traction this idea receives in the community, here. Thanks

  2. Quotes - Preview option

    Ability to have preview options for quotes

    Purpose: To make sure that quotes can be printed nicely.

    47 votes

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    20 comments  ·  Quoting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we value your input and sharing with us on your needs here.

    While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.

    Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.

    We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏

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