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  1. Quotes - Preview option

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    19 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we value your input and sharing with us on your needs here.

    While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.

    Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.

    We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏

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    MARCELA DE AVILA commented  · 

    It's crucial to have a preview button in quotes in order to be more efficient, I can't download a pdf every time I need to look at a quote before sending it to a client. Please take this into consideration, especially since you have that option for invoices.

    MARCELA DE AVILA supported this idea  ·