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  1. Quotes - Support for quotes with rates but no quantity

    16 votes

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    7 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, while we appreciate your idea here we want to be open that we don't have plans for implementing this change any time in the near term.

    If you'd like to enter a quote with rates and no quantity an option could be to specify the detail of the calculation for jobs in the 'Summary' field.

    You could set up a separate branding theme to be used specifically for your quotes to alter which fields are shown, and when entering the amounts you'd use the Price field to signal the rate and leave the Qty. field as '0'. This means you'll still have a price set per line of your quote but the total amount of the Quote would be '0' and determined at the completion of the job when you copy the quote to an invoice and enter the Qty.

    Lourens Luus supported this idea  · 

  2. Quotes - Copy partial Quote to an Invoice

    118 votes

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    submitted  ·  57 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Lourens Luus supported this idea  · 

  3. Quote - Ability to have quote reminder

    531 votes

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    155 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    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

    Lourens Luus supported this idea  · 

  4. Customer statements - Ability to auto email Statements to customers

    1,162 votes

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    329 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

    Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

    While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

    We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

    We want to keep you updated as work progresses on this, and I'll be back to share…

    Lourens Luus supported this idea  · 

  5. Quote - Formatting options in summary section

    8 votes

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    submitted  ·  2 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Lourens Luus shared this idea  ·