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  1. Quotes - Autosave

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    22 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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    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  ·