Settings and activity
1 result found
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26 votes
Hi team, while we understand the desire for auto-save in quotes here, we want to be open that we don't have plans for changing the current save behaviour for quotes for the time being. While seemingly simple there is a fine balance in creating a save experience that'll suit majority of users. As some may have seen with new invoicing that has auto-save implemented, we've received wide ranging response for this feature, and there is more work needed to fine tune.
To confirm the current experience, when creating quotes in Xero you'll want to select the Save button before navigating elsewhere in your org, or leaving the page to ensure the contents of your quote is saved.
If there are any intentions of changing how save works in quotes, we will surely let you know on the idea here. Thanks
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Sandra Evans
commented
Lost hours of quoting this evening and this has happened several times now. Incredibly frustrating amd disappointing it is not a function that secures the work.
Sandra Evans
supported this idea
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No Autosave for quoting is a real issue and should be a function that is added to the software. Several times now we have lost hours of quoting work in the blinknof an eye. Sometime it is not clear why it has happened and othertimes it is accidental click of a button. You can't retrieve it from anywhere, leaving extreme amounts of stress for the creator. Please add automatic saving to all the software areas, even if it is in settings tonturn on or off as a user.