Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Quote - Ability to have quote reminder

    501 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

    148 comments  ·  Invoices & quotes » Quoting  ·  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
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.

    For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.

    This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks

    An error occurred while saving the comment
    Te Arahi Kapea commented  · 

    DO IT!!!!!
    I've seen suggestions about using a CRM to do it, why would do that? I have a system already setup that knows when a quote is going to expire and needs a follow up. We all know sometimes clients just need a quick reminder and it's really not that hard to setup??? You've already got it for invoices ....

    Te Arahi Kapea supported this idea  ·