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  1. Quote - Ability to have quote reminder

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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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    Moh Daud Moh Shafiq commented  · 

    yes we really need this automation please bring in this feature

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    Moh Daud Moh Shafiq commented  · 

    Quote reminder is a much needed thing. Xero should add this important yet very simple and easy feature to make things easy for Xero users. Other competitors offer this feature.

    Moh Daud Moh Shafiq supported this idea  ·