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  1. Quote - Get a link that can be shared externally

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    72 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we totally get the expectation here for quotes to have an online invoice view considering this is available for Invoices.

    We appreciate the desire for more consistency across the Sales experience from end-to-end.

    With this in mind, we’d like to share that our Product team has picked up this idea as part of work they're exploring right now. I’ll keep you in the know as it moves along! 😊

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    steve Jones commented  · 

    its not that hard to do ... it must be a strategic choice to not make this link available

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    steve Jones commented  · 

    Wow - its been years asking for this feature...

    In the meantime, I've found a workaround if people are interested?

    You make sure you are copied into the sending of the quote email - it's a little checkbox in Xero (the email actually includes the link itself).

    - Then redirect the email you've received to an email parsing service.
    - Using APIs this then 'rips out the URL',
    - finds the record to add URL to (in your CRM - eg. ClickMovements or Hubspot or Salesforce)
    - adds URL to the Deal/Contact record.

    You can then send it automatically wherever or use it to trigger automations or dripped reminders - really powerful. Get in touch if you'd like some help. Steve - steve@clickmovements.com

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    steve Jones commented  · 

    come on xero - and make this available through API too ...

    steve Jones supported this idea  ·