Settings and activity
3 results found
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114 votes
Thanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.
With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.
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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
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497 votes
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
Vange Markou
supported this idea
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2 votes
We appreciate you sharing your idea, and letting us know how searching for quotes by item or account would be helpful, Vange.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye on the traction this idea receives in the community, here. Thanks
Vange Markou
shared this idea
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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.