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  1. Quotes - Remove PDF attachment from email

    44 votes

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

    Hi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here. 

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    Rhys Mackney commented  · 

    This needs to be resolved, it's been over 8 years since the idea was apparently proposed.

    This feature as is stands makes quote emails more likely to get spam filtered, impossible to know if a client has viewed the quote or when they did and wastes xero users (our) time when we follow up unnecessarily.

    Quotes and Invoices need to be consistent in their options please

    Rhys Mackney supported this idea  ·