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  1. Quotes - Remove PDF attachment from email

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    24 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Mathew Swaffield commented  · 

    Really need to remove quote PDF attachment from the quote process, I have so many clients not knowing how to accept a quote as people simply don't read the email and just go directly to the PDF as a default resulting in me having to verbally explain the process as well as not knowing if/when they have viewed the quote, resulting in further delays in communications between my business and my clients

    Mathew Swaffield supported this idea  ·