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  1. Quote - Ability to have quote reminder

    501 votes

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    148 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.

    For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.

    This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks

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    Kobi Van Wijk commented  · 

    We sent many quotes and most of them don't get respond on time then we must follow up by calling the client back again

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    Kobi Van Wijk commented  · 

    we send out hundreds of quotes and most don’t get replied to unless we manually follow them up.

    Kobi Van Wijk supported this idea  ·