Quotes - Confirmation Notification for Client
Recommend building in a confirmation notification and downloadable copy of the acceptance of quotes.
There's currently no way for clients go back and track the status of quotes.
Thanks so much for taking the time to share this idea with us. We understand how helpful it would be for clients to receive a clear confirmation after accepting a quote, have a copy of that acceptance, and be able to keep track of the quote status.
We’ve now opened this idea up for votes and comments, so other Xero customers can show their support and share how this would help them. The feedback we receive helps us understand how important the need is and what would be most useful to include.
Thanks again for helping us improve the quotes experience! 👍