Settings and activity
3 results found
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495 votes
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
Dil Wetherill
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Dil Wetherill
commented
Dana. Hello. That response is so far short of good enough. There are already + 420 reasons on why we need it. Tell us why you haven't got this on your development pipeline. We NEED it. We don't want to keep telling you we need it. Suggestion - go ask your own commercial team if they'd like quote reminders. Or do they not use Xero?
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185 votes
Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.
Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.
We'll make sure to update everyone through the idea here if there's…
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264 votes
Hi community, we totally get why you'd like to easily track partially received goods or services against a single purchase order, and to see the remaining balance within Xero.
With the new Purchase orders experience that’ll be coming soon, our team has paid close attention to the flows and different needs in managing supplier goods that have been expressed through product ideas.
Our team is looking to solve needs for tracking partial amounts received, so we’ll keep you updated of progress surrounding this here. 🙂
An error occurred while saving the comment Dil Wetherill
commented
I'm amazed this isn't a basic feature. Shouldn't be something we are voting on.
Oh silly me. Just noticed that Dana's post was 2022. We are talking to ourselves here. Xero aren't listening.