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← Share and support customer ideas for Xero

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6 results found

  1. Quotes - Move quotes to an expired status after expiry date

    8 votes

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    1 comment  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, thanks for sharing you idea on quote management. We appreciate you sharing how this could help keep quote lists organised and streamline decisions about which quotes to revisit or decline.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Julia Nixon supported this idea  · 

  2. Text Fomatting Options - Quotations & Invoices

    2 votes

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    0 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Julia Nixon supported this idea  · 

  3. Raising a Quote which can then be converted to a Project once quote is accepted.

    2 votes

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    0 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Julia Nixon supported this idea  · 

  4. Quote - Ability to have quote reminder

    504 votes

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    148 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.

    For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.

    This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks

    Julia Nixon supported this idea  · 

  5. Invoice Payment- Stripe Partial payments

    203 votes

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    submitted  ·  101 comments  ·  Invoices & quotes » Payment services  ·  Admin →
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    Julia Nixon supported this idea  · 

  6. Email Templates - Add image and hyperlinks

    101 votes

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    submitted  ·  35 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Julia Nixon commented  · 

    Would like to add our terms and conditions as a link on our invoices.
    Useful to have a link for checkatrade reviews too