Invoices & quotes

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1. Text Fomatting Options - Quotations & Invoices

   I believe the presentation of quoting and invoicing could be greatly improved by adding formatting. Simple features like Text Size, Bold and Underline will considerably improve the appearance and readability of quotations.

   I also believe this will help to increase conversions on quotations.

   Please work on this!

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   0 comments  ·  Quoting  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi John, you can control the look of your invoices and Quotes by the branding that is applied to them.

   While you get a few options with the Standard template if you'd like further customisation you could use an Advanced Docx template to change the appearance and apply this branding to the Invoices and Quotes that you send customers.

2. Change quotes title to estimates

   change the name quotes to Estimates

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   0 comments  ·  Quoting  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Mike, you can update the name of a document using your branding theme.

   If you're using a standard theme you can go to your Invoice Settings, Options > edit the branding theme and update the title of Quote to Estimate.