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  1. Email template - Placeholder for tax exclusive amount

    15 votes

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    submitted  ·  7 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    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

    526 votes

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    152 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    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

    197 votes

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    89 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    💫 Thanks everyone for sharing your feedback here and for continuing to support this idea.

    We know the conversation on this has been building over time, and we really appreciate everyone who’s taken the time to add their vote and explain how this would help in day-to-day work.

    We’ve reviewed the idea and are updating the status to Gaining support so it can stay open for votes and comments from the community. Please keep sharing and supporting the idea so we can continue to gauge community interest. If you’d like to add more detail on how this would help your workflow, that context can be especially useful for our product teams as they review the ideas customers care most about.

    Thanks again for taking the time to share your thoughts and support here.