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  1. Quotes - Remove PDF attachment from email

    47 votes

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    26 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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    Steven McAneney commented  · 

    Come on Xero, please show the world how 'Global' you are and add a check box to allow quote attachment or not. Please!

    Steven McAneney supported this idea  · 

  2. Billable Expenses - Ability to add margin/mark-up

    57 votes

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

    Hi team, appreciate your interest of this idea. While we don't have direct development for this planned right now we wanted to share a workaround that may help you here. 

    When adding the billable expenses to an invoice, you can override the unit price. Using Xero's inbuilt calculator, you include margin/mark-up by multiplying the unit price by the percentage you wish to mark up. 

    We understand this doesn't cover all situations of needs expressed. We will continue to monitor this idea and share if there's any progress. 

    Steven McAneney supported this idea  · 

  3. Dashboard - Track Quotes

    96 votes

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

    Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard. 

    At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.

    If there is any change planned in this space we'll be sure to update you on this. 

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    Steven McAneney commented  · 

    Quotes are just as important as invoices with regards to potential income and forecasting. A simple number of quotes and total quoted value would be sufficient to start off with, then you could develop more detail depending on the uptake of the widget?

    Steven McAneney supported this idea  ·