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Invoices & quotes

Customer ideas for Invoices, quotes and payment services.

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64 results found

  1. Quotes - Option to update date when quote is revised

    Ability to update the date of quote when it’s revised. So the date doesn’t automatically changed by the system.

    Purpose: To save users time from changing the date when it’s automatically changed by the system.

    9 votes

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    submitted  ·  2 comments  ·  Quoting  ·  Admin →
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  2. Quotes - Remove PDF attachment from email

    Ability to remove PDF attachment when emailing quotes from Xero.

    Purpose: To make the receiver of the quote click the link instead, so users’ will know that the quotes have been opened. Because if they choose to open the PDF attachment, users’ will not know whether quotes have been opened or not.

    54 votes

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    29 comments  ·  Quoting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here. 

  3. Quotes - Ability to keep description when a quote is copied to PO

    Ability to keep description when a quote is copied to purchase order.

    Purpose: To save time from having to re-type the description again.

    17 votes

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    submitted  ·  6 comments  ·  Quoting  ·  Admin →
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  4. Quotes - Insert hyperlink text in description

    Ability to insert hyperlink text in description of the quotes.

    Purpose: Users’ can send more additional information by inserting hyperlink (e.g. website or T&C).

    30 votes

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    submitted  ·  12 comments  ·  Quoting  ·  Admin →
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