Settings and activity
1 result found
-
501 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
An error occurred while saving the comment An error occurred while saving the comment 
Peter Sibilant
commented
Just speaking with my EDM consultant and we were both stunned to realise this isn't already a core function of Xero.
We can accomplish this through some convoluted data sharing between the CRM and Zapier - but we shouldn't have to.
Invoice reminders are a core feature and it makes no sense why Quote reminders aren't also a feature/function.
Peter Sibilant
supported this idea
·
That this still isn't implemented nearly 3-years later, yet the cost of Xero has near doubled in that time, isn't filling me with the confidence I once had when I switched from another cloud accounting package.
In that time, that other accounting package has added far more features than Xero now has...