Settings and activity
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49 votes
We appreciate the interest in more customisation when sending documents from Xero, everyone. Currently in the space of new invoicing we have recently released a new send modal that enables the use of rich text formatting, and allows you to cc and Bcc emails.
Currently this is limited to send of invoices with new invoicing only, however over time we will look at expanding this to other areas of Xero that you can send from. I'll keep you updated of any further enhancements surrounding this, here.
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Ilan Kessel
commented
Agree with Alex + am somewhat disappointed that Xero hasn't bothered to reply, address the matter or explain why HTML is not possible on quote features? seems simple enough, especially as these features are already implemented in the invoicing.
Would appreciate a written response to better understand if Xero has plans to upgrade this problem?An error occurred while saving the comment Ilan Kessel
commented
Hi Kelly, thanks for your response and good to see that the matter is being addressed, for us this is critical, literally.
"We will get to email templates overtime" seems a polite way of saying "nothing is being done" which is a big disappointment.
You have HTML on other features and so I fail to understand the complications of implementing it into the quotes template, seems a very "doable" not too complex and would make a world of difference to some of us.
If Xero went to the trouble of creating a quote base template why not support it with one of the most basic features to date?Ilan
An error occurred while saving the comment Ilan Kessel
commented
Even more critical to have HTML template to send with QUOTES
If its possible to adjust invoice to HTML why not same with QUOTES?Ilan Kessel
supported this idea
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Thanks for the update and reply.
Though it is a far response to the highlighted problem.
HTML in Invoicing has been a feature from a good while now, and so I don't fully understand what the formal notification on a feature that already exists means?!
Problem is with HTML / rich text in sending quotes via Xero + the question is, if this is possible with invoicing, if this already exists in Xero features, why not simply implement into Quotes?