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Invoices & quotes

Customer ideas for Invoices, quotes and payment services.

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Invoices & quotes

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88 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 - Import/Export ability

    Ability to export and import quotes in Xero.

    Purpose: Because putting quotes in/from a spreadsheet can make users better calculate future cash flow.

    193 votes

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

    Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.

    Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.

    We'll make sure to update everyone through the idea here if there's…

  3. 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.

    53 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. 

  4. 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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  5. 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).

    27 votes

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    submitted  ·  12 comments  ·  Quoting  ·  Admin →
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  6. Quotes - Convert to a deposit invoice and remaining amount invoice

    Ability to convert quotes into invoice & the remaining amount of invoices.

    Purpose: Because it helps users invoicing workflow as they often have to keep a separate record of deposits sent / paid and manually calculate the remaining amount to invoice on completion of a project

    56 votes

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    submitted  ·  12 comments  ·  Quoting  ·  Admin →
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  7. Quotes - Ability to consolidate or merge

    Ability to consolidate or merge multiple quotes into another quote.

    Purpose: To make clients easily sign through of a single quote, as this usually happens in large projects.

    13 votes

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    submitted  ·  0 comments  ·  Quoting  ·  Admin →
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  8. 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…

    1 vote

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    0 comments  ·  Quoting  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

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