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  1. Files - Control/edit the name of PDF files sent from Xero

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    27 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate and why you'd like to rename files. Our teams are aware of the interest in this and will consider for future enhancements, however we want to upfront that there are no immediate plans just yet. If there is any progress around this we will be sure to share with you on the idea, here.

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    Chani Martin commented  · 

    xero is fantastic for creating quotes, attaching documents to them, and easily flowing through to generating PO's and invoices.
    The only thing that is missing is Order confirmation
    If documents sent from Accepted Quotes could be renamed Order Confirmation, we would be able to to our entire sales process from Xero.

    Please Please consider this - it feels like an oversight that there is no order confirmation stage