Settings and activity
4 results found
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90 votes
Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard.
At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.
If there is any change planned in this space we'll be sure to update you on this.
An error occurred while saving the comment An error occurred while saving the comment 
Anita Robinson
commented
It's so shortsighted to not have quotes on the dashboard, I would have thought as a product aimed at business that it would be available to have on the dashboard - a visual reminder to follow up on quotes, to forecast needs and to monitor progress of jobs right through to payment. I'm disappointed with the decision to not include this in short term plans.
An error occurred while saving the comment Anita Robinson
commented
I'd love to see this added. Save so much time navigating to quotes. The ability to follow up quotes would be easier as you'd see it when logging in and have it in right in front of you. I find this frustrating that you can add this to the dashboard - and that the idea has been around since 2015!! Quoting has an important part to play in many businesses including mine - making this easier and more visable is an important feature.
Anita Robinson
supported this idea
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113 votes
An error occurred while saving the comment Anita Robinson
commented
This would be a really useful feature to have, very practical and largely time saving. How about an update Xero - is this being considered added in at all?
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149 votesAnita Robinson
supported this idea
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67 votes
An error occurred while saving the comment Anita Robinson
commented
It would be great to have this information right in front on the dashboard. Like quoting purchasing is important to have and easy to view and see would be of great benefit.
Anita Robinson
supported this idea
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This is most important. If not adding it as a separate box on dashboard at least add it as a clickable link under invoices with the draft, waiting payment and overdue - this shouldn't be too hard of a change make and will make quotes so much more visable! Please at least do this, if you won't add quotes with accepted, submitted, draft as a separate box.