Settings and activity
5 results found
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674 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
John Roscoe
supported this idea
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477 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
John Roscoe
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213 votesJohn Roscoe
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173 votesJohn Roscoe
supported this idea
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111 votes
Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
John Roscoe
supported this idea
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An error occurred while saving the comment John Roscoe
commented
I understand the reasoning that an active quote should not be deleted, however the logic should be:
• Allow DRAFT quotes to be deleted permanently
• Allow active quotes to be ARCHIVED (if not able to be deleted)
• Allow ARCHIVED quotes to be hidden by a selectable option to apply across all existing filter tabs.We use quotes for hiring our facilities which are all predefined as non-tracked items. Some quotes don't ever get accepted, and others become invoiced, then the quote deleted. The term "deleted" is misleading if its only just flagged for deletion with no subsequent delete capability. It would be more sensible to re-label these as ARCHIVED or INACTIVE and allow them to be actually deleted or if not, at least hidden on demand.
Also leaving what can often be sensitive quotes available for view later is not acceptable.
Otherwise the process works really well for us.
The ability to delete unwanted quotes, and to have a quote reminder should be implemented together. These are quite fundamental requirements, and we would appreciate some feedback from XERO development team. Is this on the horizon at all, or just another waste of time asking!