Settings and activity

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1. Quotes - Ability to request signature

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

   Thanks for the idea, Pilar. It'll be good to get sense of the appetite for this here. 

   While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions? 

   We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join 

   Cody French supported this idea  ·  12 May, 2025

2. Quotes - Title and Summary to flow through to Sales Invoices

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   211 votes

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   submitted  ·  117 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Cody French commented  ·  18 January, 2025  ·  Edit…  ·  delete…

   Not only just to flow a quote to an invoice, it would be amazing if I could include a summary on the invoice for the client to see what works have taken place!

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   Cody French supported this idea  ·  18 January, 2025

3. Sales Invoicing - Automate 'send me a copy' on invoices

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   submitted  ·  71 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Cody French supported this idea  ·  18 January, 2025