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  1. Quote - Ability to have quote reminder

    410 votes

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    116 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business. 

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    Matt Weedon commented  · 

    When i follow up on a quote the client may not be ready to make a decision on the spot, so i record our conversation in the add note feature. if I'm to follow up at a later date i have to schedule it in my calendar. it would be great if you could schedule a follow up call from the add note feature that flags it when the call is due.
    thanks

    Matt Weedon supported this idea  ·