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  1. Quote - Ability to have quote reminder

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    148 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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

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    Pietro Usai commented  · 

    The last note from XERO was in August; we are now five months later. You need to add this functionality, or you will start losing out to other offered packages!

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    Pietro Usai commented  · 

    The main issue for us is that now we need to do this and monitor this all manually so it would be a very welcome addition.

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    Pietro Usai commented  · 

    For smaller companies with limited resources, it would be great to see some CRM features inside XERO. Follow-up on quoting would be my number 1.

    Pietro Usai supported this idea  ·