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42 votes
Derek Middleton
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22 votes
Thanks for the idea, Pilar. It'll be good to get sense of the appetite for this here.
While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions?
We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join
Derek Middleton
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43 votes
Hi team, while we understand the desire for auto-save in quotes here, we want to be open that we don't have plans for changing the current save behaviour for quotes for the time being. While seemingly simple there is a fine balance in creating a save experience that'll suit majority of users. As some may have seen with new invoicing that has auto-save implemented, we've received wide ranging response for this feature, and there is more work needed to fine tune.
To confirm the current experience, when creating quotes in Xero you'll want to select the Save button before navigating elsewhere in your org, or leaving the page to ensure the contents of your quote is saved.
If there are any intentions of changing how save works in quotes, we will surely let you know on the idea here. Thanks
Derek Middleton
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5 votesDerek Middleton
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23 votesDerek Middleton
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9 votesDerek Middleton
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40 votesDerek Middleton
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9 votesDerek Middleton
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31 votesDerek Middleton
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14 votesDerek Middleton
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An error occurred while saving the comment -
488 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
Derek Middleton
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23 votes
An error occurred while saving the comment Derek Middleton
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Repeating Invoice Reference is too short. When I open the repeating invoice screen, and I have a client that has different services, I cannot read the full reference description.
Derek Middleton
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841 votes
Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.
We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.
Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.
We want to be transparent that we don't have any plans to change the credit application process right now.
We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this…
Derek Middleton
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14 votesDerek Middleton
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9 votesDerek Middleton
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3 votesDerek Middleton
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Yes, this would be great value for my clients to see all services available and they can choose which services they would like to take at that moment. The items that have chosen should calculate to the final quote value. Those that are deselected should be great out.
This will allow the clients to see what services are available and to create their own custom package.
Thanks