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5 results found
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774 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
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John Roscoe
supported this idea
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526 votes
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
John Roscoe
supported this idea
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An error occurred while saving the comment John Roscoe
commented
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!
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247 votes
Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.
We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.
Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.
To be transparent, this work isn’t currently on our roadmap.
For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.
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John Roscoe
supported this idea
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193 votesJohn Roscoe
supported this idea
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137 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.
A basic requirement - surprised that Xero are so far behind other systems.