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← Share and support customer ideas for Xero

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  1. Email - Ability to cc and bcc sent emails

    64 votes

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    7 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing. 

    With this new side-by-side view you'll find you can also CC and BCC other emails 🎉

    While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!

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    Gerry Davis commented  · 

    Bcc Quotes and Invoices.

    Our quotes and invoices do not show on our CRM when sent from Xero as we cannot Bcc them. Come on xero. Add Bcc for quotes and invoices

    Gerry Davis supported this idea  · 

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

    69 votes

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    56 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.

    Gerry Davis supported this idea  · 

  3. Notification | Send to REPLY TO email when quote accepted

    172 votes

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

    Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.

    We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.

    While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.

    Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.

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    Gerry Davis commented  · 

    Notification to go to our accounts dept important

    Gerry Davis supported this idea  ·