Settings and activity
2 results found
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116 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
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Adam Farrugia
supported this idea
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44 votes
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.
An error occurred while saving the comment Adam Farrugia
commented
Very important to us as customers do not read the email and just click on the PDF. As a result we do not know if customers have received the quote correctly as customers often do not give correct email details for quotes, ie give us the email address for their accounts and not purchasing section.
we want to know that a quote has been viewed and removing the PDF will force customers to do this.
Adam Farrugia
supported this idea
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Hi Xero Team.
Thankyou for getting back to us all after the 9 years.
I understand that this request can be very difficult to implement on a cloud based system but as you can clearly see, there is definitely a requirement which go far beyond the want to have our cash flow represented in various charts and reports.
A middle ground could be to develop a NON-CLOUD BASED application where you could download all your XERO invoices and orders, ( READ ACCESS ONLY) so the subscription based system still applies, this could be done by the user maybe once a month or so and then they have a LOCAL copy of all their invoices and orders in which performing a search function in the description field would be so much easier for Xero to implement.
Please give this some genuine thought as waiting 9 years to respond to the first request is fairly poor on behalf of Xero.