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6 results found

  1. Quote - Ability to have quote reminder

    453 votes

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    We’ll send you updates on this idea

    132 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

    Jake Morley supported this idea  · 

  2. Quotes - Preview option

    25 votes

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    submitted  ·  14 comments  ·  For small businesses » Business features  ·  Admin →
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    Jake Morley supported this idea  · 

  3. Quotes - Permanently Delete Quotes

    100 votes

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    49 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.

    We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea. 

    Jake Morley supported this idea  · 

  4. Dashboard - Track Quotes

    90 votes

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    49 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard. 

    At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.

    If there is any change planned in this space we'll be sure to update you on this. 

    Jake Morley supported this idea  · 

  5. Quotes - Send quotes via SMS

    8 votes

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    submitted  ·  2 comments  ·  For small businesses  ·  Admin →
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    Jake Morley supported this idea  · 

  6. Quotes - Access to contacts and adding details

    43 votes

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    20 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Jake Morley commented  · 

    When adding a new contact from the add quote screen you cannot enter any details other than the name, frustrating really when the idea is the quote would be emailed to the customer

    Jake Morley supported this idea  ·