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  1. Quotes - Add payment link

    45 votes

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

    Hi everyone, thanks for the support you’ve added here.

    While it's not possible to accept a payment on a Quote at this time, as you may have seen we’re in the process of releasing the ability to accept a deposit on an approved invoice.

    That said, we do want to share that future plans for deposits include exploring earlier points in the sales cycle, such as from a quote. We understand this is a closely related workflow and we’ll share if there’s more progress to connect back here.

    David Goodwin supported this idea  · 

  2. Quote - Ability to have quote reminder

    526 votes

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    152 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

    David Goodwin supported this idea  · 
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    David Goodwin commented  · 

    This is a must feature to have.