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  1. Dashboard - Track Quotes

    86 votes

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

    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. 

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    Vange Markou commented  · 

    Please focus on the quote section of your software, its where all potential sales start. The filter is so basic.. why can't one filter by tracking category on the same screen? It's so limited. Xero should be a basic CRM at the very least.

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    Vange Markou commented  · 

    Hello,
    It would be very helpful to see quotes on the Dashboard in between budget and sales. This would allow follow up on quotes by account to drive activity re: budgets.
    Hope that makes sense. I would also like to see Xero have an internal CRM feature one day.

    Vange Markou supported this idea  · 

  2. Quote - Ability to have quote reminder

    451 votes

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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…

    Vange Markou supported this idea  · 

  3. Quotes | Search by Item or account

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Vange Markou shared this idea  ·