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  1. Quotes - Autosave

    62 votes

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

    Hi everyone, we appreciate interest from you all here in being able to adopt autosave into Quotes. Across the board there are mixed reviews from users that would, and those that would not like to see this enhancement across Xero features.

    Right now, the current experience requires you to click Save on the quote before navigating to another screen in Xero.

    We appreciate there are other contributing factors to the need here like session timeouts and internet connectivity.

    Being upfront this isn't a feature we have roadmapped at this time, however our product teams are aware of the needs and interest of this here and will take this into consideration as they continue to plan the future of Quotes across Xero. If there are any plans to progress this we'll make sure to keep you all informed and updated through this idea. Thanks

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    Charles Robertson commented  · 

    Hi Team, it would be most beneficial for us in small business if the auto save function could be implemented into the system, this would bring Xero in line with other cloud-based applications for example Microsoft 365

    Yesterday I spent half the day on a large quote only to return after a break and the data was no longer present.

    Charles Robertson supported this idea  ·