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  1. Quote - Ability to have quote reminder

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    132 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.

    I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.

    When the teams resources open up and we can consider new development in Quotes like being…

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    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  ·