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  1. Branding - Set defaults for different types of transactions

    9 votes

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    6 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, I wanted to revisit this idea and be transparent that currently we don’t have plans to add a default branding theme selection to contact records for purchases.

    As an alternative, you can use an advanced branding theme to differentiate between document types. This allows you to download and customise the docx templates for each document type.

    Once the customised DOCX files are uploaded and saved, the relevant formatting will be applied whenever you use that branding theme.

    Nicole Vaughan shared this idea  · 

  2. Quote - Ability to have quote reminder

    535 votes

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    156 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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

    Nicole Vaughan supported this idea  ·