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  1. New Homepage - Track Quotes

    163 votes

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    78 comments  ·  New Homepage » Homepage  ·  Admin →
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    Accepted  ·  AdminKelly M (Community Manager, Xero) responded

    Hi team, we very much appreciate the desire for a quick snapshot, and visibility of quotes at a glance from the Homepage. While we're continuing to iterate on this experience we want to be open that a dedicated quotes widget is not in the pipeline at present.

    An option for more oversight of quotes could be to use Cashflow manager in Xero Analytics. Though not a dedicated visualisation or widget Quotes contribute to this projection and you can get a view of the Quotes breakdown from the Manage cash in tab.

    We'll continue to keep this in mind as the team to continue to plan their roadmap, and I'll make sure to share if there are any updates to share around this with you here.

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    Graham Lane commented  · 

    Initial Client engagement often starts with a Quote so it makes sense to be able to view the sales pipeline alongside billing and associated spend.

    Graham Lane supported this idea  · 

  2. Invoicing - Remove UTM tracking parameter from online invoice links

    6 votes

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    submitted  ·  4 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Graham Lane commented  · 

    When creating an email to send to a contact the URL for an invoice or quote is long and “untidy”. Introduce the word “Link” that is associated with the unique URL to improve the appearance of system generated emails.

    Graham Lane supported this idea  ·