Settings and activity
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54 votes
Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm.
In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm.
You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template.
Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created.
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Lynsey Woodhall
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37 votesLynsey Woodhall
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Such a feature would greatly enhance user experience by improving customer communication, ensuring legal compliance, and streamlining workflow. Order acknowledgments provide customers with reassurance that their orders are being processed, leading to higher satisfaction and trust. Additionally, they contribute to comprehensive record-keeping, assist in meeting regulatory requirements, and simplify the end-to-end transaction process within Xero. Integrating this functionality into Xero would align with its mission of simplifying financial management and empower businesses to provide better customer service while staying compliant.
Thank you for considering this valuable addition, which would further solidify Xero's position as a leading platform for comprehensive financial management.