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← Share and support customer ideas for Xero

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  1. Email - Ability to cc and bcc sent emails

    80 votes

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    14 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

    88 votes

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    73 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we totally get the expectation here for quotes to have an online invoice view considering this is available for Invoices.

    We appreciate the desire for more consistency across the Sales experience from end-to-end.

    With this in mind, we’d like to share that our Product team has picked up this idea as part of work they're exploring right now. I’ll keep you in the know as it moves along! 😊

    Gerry Davis supported this idea  · 

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

    191 votes

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    69 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  ·