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  1. Xero HQ | Document Packs Email Templates - Ability to edit

    64 votes

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    submitted  ·  13 comments  ·  Practice tools  ·  Admin →
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    Bronwyn Smith supported this idea  · 

  2. Document Packs - Send me a copy of the email

    45 votes

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    submitted  ·  10 comments  ·  Practice tools  ·  Admin →
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    Bronwyn Smith supported this idea  · 

  3. Quotes - Ability to change the PDF file name

    20 votes

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

    Hi team, we appreciate the idea raised here and can understand how this could help with customer visibility and file management. Being open this isn't something we have plans for right now but will continue to keep a pulse on the support for this here and share if there are any plans made.

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    Bronwyn Smith commented  · 

    We require the same thing. We use quote functionality to enter order confirmations and need to remove the 'quote' part of the auto generated PDF document to email to customer. We want it to just use the document number, or alternatively it could have a setting where the 'Quote' part of the name can be modified to something suitable. For example: Quote SOC0001.pdf is wrong, we need it to read <<defined name>> SOC0001.pdf

    Bronwyn Smith supported this idea  ·