Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    69 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    54 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    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

    An error occurred while saving the comment
    steve Jones commented  · 

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

    steve Jones supported this idea  ·