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  1. Quotes - Autosave

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

    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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    Zane Bennett commented  · 

    I mean a short term solution for this if you are struggling so hard is the ability to CTRL+S or press the save and stay on the same screen.
    I agree with James Rowe's sarcastic but accurate post. There is a balance between saving, losing your train of thought while it changes screen then going back and getting frustrated because there are so many things you can click on teh screen that open in the same page and delete your ENTIRE $60,000 QUOTE!!!
    Nobody does the same quote as well the next time

    Zane Bennett supported this idea  ·