Settings and activity
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28 votes
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Tim McIntyre
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476 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
Tim McIntyre
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12 votesTim McIntyre
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48 votes
An error occurred while saving the comment Tim McIntyre
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There are three parts to this.
When creating a new contact, instead of having to add an address separately or as another option. It would be great to include the address as part of the contact details like it used to be.It would also be good to have the ability to select a group/category at this point as part of the option that you can Tab through. Not as another box that you have to open and add.
After creating a quotation it would be great to click on the contact and go through to the contact details.
Contacts - It would be great as a default option to open contacts and see the last added instead of having to enter details.
Tim McIntyre
supported this idea
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I am a small timber flooring business, we supply, install and finish timber & cork flooring.
I currently produce three quotes for most floor sanding clients, as we have three different coating systems.
It would be great to be able to template a standard floor sanding and finishing quotation with the first line item being the sanding component, the second being the selected coating system, and the third being any additional products or services.
Then separate line items that have a description and cost for the other two coating variations/options.
To make this even better, the template could be loaded with up to six PDFS that can accompany a quote so that no one forgets to attach them.
Then to top it all off have the Anylitics Plus metrics tied to quotes, accepted, declined, purchase orders and invoices.
While I'm here, the ability to do a bulk % increase to all inventory and services at once would be great.