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  1. Branding - Set defaults for different types of transactions

    5 votes

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

    We're grateful for your engagement and letting us know the changes that matter to you.

    Being upfront this isn't something we have plans for at this time, however we're keeping a watchful eye on the idea support for this here.

    If there's any news we'll share with you all.

    Nicole Vaughan shared this idea  · 

  2. Quote - Ability to have quote reminder

    497 votes

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    145 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  ·