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2 results found

  1. Quotes List -

    Quotes List - Show Job description in the list of quotes. I have multiple quotes per customer, and it is hard to search for a specific job.

    4 votes

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    2 comments  ·  Quoting  ·  Admin →
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  2. Default filename for quotes should not have spaces and dashes removed

    Default "Print PDF" filename for Quote PDF documents should not have spaces and dashes removed from the Quote number text before forming the document file name.

    Example: If I enter "Q-5678-9 123 Fail St" into the Quote number field, Xero "grooms" the PDF file name text to be "Quote Q56789123FailSt.pdf"

    This creates unnecessary additional work to un-groom the file name every time a quote is printed to PDF.

    By comparison, this unnecessary false grooming does not take place when using the Print PDF function for a Xero Invoice.

    2 votes

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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

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