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  1. Quotes - Ability to create multi-section quote

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    14 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for adding your support and feeding back on your needs in this idea, everyone.

    While we understand how multiple sections with separate subtotals could make it easier to present options clearly and avoid sending several quotes to the same customer, we want to be upfront that this is not something we have development plans for in the near term.

    Right now, a couple of options to add structure would be to use description-only lines as section headings within a quote. Alternatively, attaching separate documentation that accompanies your quote and depicts the breakdown.

    We understand this isn't the ideal solution you're after here but may help some present quote details more clearly.

    Another option is to explore our ecosystem apps to see if there's a service that can accommodate your full quoting needs.


    Gloria East shared this idea  ·