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

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

    Hi everyone, completely appreciate wanting to hear from us on the idea here. Having checked in with our product team we totally get the interest in this idea and creating more consistency between quotes and invoices in Xero.
    While we'd like to take a closer look into this down the line, we want to be upfront that there's other work that the team are drawn to atm as a priority and creating a shareable link for a quote is not planned at this stage.
    It's definitely on the teams radar and we're keeping an eye on the feedback here, as soon as there's any news to share I'll be sure to update you on this, here.

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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  ·