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  1. Quotes - Autosave

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    23 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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    Ben Dobson commented  · 

    I just can't believe there's no appetite for an auto save function in quotes... As a small business owner its super frustrating to spend hours on a quote forget to hit the save button like in the 90's and loose all your work. I have multiple windows open when producing quotes and one hit of the back button and its all over! This has happened to me more than once and its so frustrating!! please sort it out!!