Skip to content
← Share and support customer ideas for Xero

Invoices & quotes

Customer ideas for Invoices, quotes and payment services.

Learn about the forums, how to contribute and create a good idea on Xero Central

Invoices & quotes

Categories

Enter your idea

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

2 results found

  1. Quotes - Access to contacts and adding details

    There is a difference between the functionality of new quote page and the old one.

    On the old quote page, when a new contact was entered and the quote was saved, you could then click directly on the contact field which was linked to the contact page. This allowed you to quickly add additional info (email address, phone number, etc). This made emailing the quote quick and easy.

    On the new form, after you save the quote the contact name remains in edit mode.... so you cannot click on it to get to the contact page. There is no link…

    61 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    24 comments  ·  Quoting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your idea and interest for this here. We apologise it's been a bit quiet on our front till now, however I want to assure you product ideas continues to be a core channel for our product teams as they continue to plan their roadmaps.

    I'm pleased to share an update that this is a feature our product teams are currently taking a look into. As soon as there is further news on this to share I'll be back with another update for you on this.

  2. Invoice - Automatically generate invoices on quote acceptance

    automatically generate invoices on quote acceptance and then autosend it.

    45 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    17 comments  ·  Quoting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, excited to share an update as our product team look to develop and enhance our quotes experience in Xero.

    They'd like to solve for the needs in this idea, and as part of their discovery would love to engage some users here for early access - You'll get to try it out, share feedback directly with product, and help shape this new quotes feature.

    We're looking for roughly 15 users that'll make use and be willing to give insights back to the team on their workflows and impressions of the new experience. If this sounds like something you'd like to be involved in please take a few moments to fill in our form here. ✍️

    I'll be back to share where this works leads and next steps around this idea. 😊

  • Don't see your idea?