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  1. Quotes - Preview option

    36 votes

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

    Hi everyone, we value your input and sharing with us on your needs here.

    While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.

    Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.

    We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏

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    Rocco Pollifrone commented  · 

    Please consider preview button for quoting, nothing worse than sending a quote out that cant be overlooked before sending, i currently need to email to myself then send to client. theres things in the app that are less important and installed on xero and a preview quote button is still not available. WE WANT THE **** OPTIONS

    Rocco Pollifrone supported this idea  ·