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  1. Invoice - Automatically generate invoices on quote acceptance

    42 votes

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    We’ll send you updates on this idea

    15 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    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. 😊

    Sean Stack shared this idea  · 

  2. Notification | Send to REPLY TO email when quote accepted

    207 votes

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

    Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.

    We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.

    While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.

    Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.

    Sean Stack supported this idea  ·