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  1. Contact Defaults Needed in Quotes & Invoices

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    1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Bovi, trying to understand your idea here. When you say you'd like to include the customer name without adding the contact. Is this for a 1 time customer? 

    When using new invoicing you can add a new contact while you add the invoice?

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    Bovi Bunag commented  · 

    Hi Kelly,

    In our day-to-day operations, we handle numerous inquiries, responding promptly with quotes tailored to each potential customer. To optimize our workflow, I'm exploring a way to simplify the process. Ideally, I'd like to create a new quote seamlessly, including adding all the customer's details—first name, last name, address, email, and phone number—all in one go.

    Moreover, it would be fantastic if the email accompanying the quote could automatically address the customer by their first name. This way, we can ensure a personalized touch without the need for manual adjustments to contacts or email templates for every interaction. Currently, adding the customer first name placeholder doesn't not work without editing the customer details manually.

    Implementing these improvements would significantly enhance our efficiency and elevate the experience for our customers.

    Looking forward to your insights, Thank you Kelly.

    Bovi

    Bovi Bunag shared this idea  ·