Settings and activity
2 results found
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51 votes
Hi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here.
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Karina Chajka
supported this idea
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501 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
An error occurred while saving the comment Karina Chajka
commented
As a product and serviced based business this is a seriously lacking feature that should be standard. Xero PLEASE and this to your next update, this will not take much effort to roll out and will benefit many companies.
Karina Chajka
supported this idea
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7 months since this was raised and we are still waiting for a resolution to make this an option instead of a default? Xero you need to lift your game, you are not living up to your reputation