Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Quotes - Preview option

    36 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    19 comments  ·  Invoices & quotes » Quoting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we value your input and sharing with us on your needs here.

    While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.

    Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.

    We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏

    An error occurred while saving the comment
    Sandy Shadwell commented  · 

    Having a preview is important. I print the the quote, view, and then have to revert if there are any amendments.

    Sandy Shadwell supported this idea  · 
    An error occurred while saving the comment
    Sandy Shadwell commented  · 

    I have to send the invoice to myself to check that it is correct - which is MOST inconvenient and time wasting.
    Then print again to see if there are errors.
    Having to set the tax each time is also inefficient - it creates an opportunity for error. Annoying!

    An error occurred while saving the comment
    Sandy Shadwell commented  · 

    This is not innovative. This is a step BACK. Revert please. SOONEST