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  1. Quote | History - View accepted by email/contact name

    10 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Alanna Fittes commented  · 

    This is critical to follow audit compliance as currently we must outsource to a 3rd party app that shows the approval of quotes clearly. Please improve this feature so that rather than showing "system generated" when a Quote is accepted, list the name of the person. Perhaps the best way to do this is when a customer accepts the quote they must also provide a digital signature. Because quotes can be emailed directly to the customer through xero this would stream line the invoicing process!!

    Alanna Fittes supported this idea  · 

  2. Notification | Send to REPLY TO email when quote accepted

    171 votes

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    submitted  ·  58 comments  ·  For small businesses » Business features  ·  Admin →
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    Alanna Fittes commented  · 

    it is incredibly important to know WHO accepts/denies the quote and receive a notice when this occurs. Currently, it says "system generated" which means the quote may have been accepted/denied by someone other than who the quote was sent to

    Alanna Fittes supported this idea  ·