Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

  1. Quote - Get a link that can be shared externally

    87 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    72 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we totally get the expectation here for quotes to have an online invoice view considering this is available for Invoices.

    We appreciate the desire for more consistency across the Sales experience from end-to-end.

    With this in mind, we’d like to share that our Product team has picked up this idea as part of work they're exploring right now. I’ll keep you in the know as it moves along! 😊

    Penny Davis supported this idea  · 

  2. Email Templates - Add image and hyperlinks

    95 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  35 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Penny Davis supported this idea  · 

  3. New invoicing | Send - Rich text editor format

    21 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    13 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while we appreciate and initially provided a solution for the idea here within the new invoicing email modal, we wanted to return as after further testing this feature has needed to be removed.

    That said, we know being able to add basic formatting to your emails is important to some of our customers and while the tool bar has been removed you can still add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.

    • Bold = <b> and </b>
    • Italics = <i> and </i>
    • Underline = <u> and </u>

    We understand not all customers are familiar with these tags so I've added an example image that shows the different tags that can be added and how these will show instantly within the email preview so you can make sure you email looks as you expect.

    If…

    An error occurred while saving the comment
    Penny Davis commented  · 

    Markdown would be a great feature for invoice formatting

    Penny Davis supported this idea  ·