Settings and activity
2 results found
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206 votes
Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.
We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.
While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.
Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.
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Lacey Easter
supported this idea
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26 votes
Hi team, thank you for engaging with us about this idea here.
Being upfront we don't have any plans for making the account code and tax rate mandatory on quotes at this time.
That said, we're exploring how payments may occur at earlier points in the sales cycle, such as from a quote. Our team will consider the idea here closely as part of this.
If there is any updates to share on this I'll come back to update you here.
An error occurred while saving the comment Lacey Easter
commented
Absolutely agree with this, I was actually surprised when I found out this could happen after my client had to absorb thousands of dollars because they were used to MYOB automatically having the account code populate :(
Dont know of any circumstance where you would want to quote without ensuring it would look the same when you invoice it
Lacey Easter
supported this idea
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This is absolutely crucial. So many people are given casual access to support businesses but they don't need to be advised if the quote is accepted, the business needs to know. It is a surprise that Xero would think that this function is suitable, especially to service anyone with more than one person in an accounts team. By having this as going to personal emails, it makes clients look incompetent when we ask their customers to use this automated system, but the system doesn't tell the company that they're getting the business, they tell the remote data entry person that logs on once a week to do quotes. Very clunky for a software package that is claiming to make business easy.