Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

  1. Email template - Placeholder for tax exclusive amount

    13 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

    submitted  ·  7 comments  ·  Invoices & quotes » Invoicing  ·  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
    An error occurred while saving the comment
    Des Franklin commented  · 

    Xero kindly uses a placeholder to be included in an email template.

    The only placeholder to show a price is [Quote Total]; but this INCLUDES VAT.
    When sending a Quotation to an End User, this is fine.

    However, we are sending quotes to main contractors who want to see the NETT price before VAT.

    I's just confusing for customers and easier to understand if it's presented in an email as [NETT QUOTE PRICE] and we can say "plus VAT" next to it.

    Can we please have a placeholder for [NETT QUOTE PRICE] or the capability to divide the [Quote Total] by 1.2?

    Many thanks...

    Des Franklin supported this idea  · 

  2. Quote - Ability to have quote reminder

    498 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

    145 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
    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

  3. Quotes - Import/Export ability

    185 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

    85 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
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…