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  1. Printing quotations as job sheets

    9 votes

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    3 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Hey Steve, thanks for sharing this idea. We get that it’s an extra step having to create a job sheet in another tool after you’ve already prepared the quote in Xero, and how a more streamlined flow would save you time.

    One option for now is to use Xero Projects to track time and expenses against your work. While we know this doesn't give you that specific printable job sheet for your team on the go, it's the best way to manage the work in Xero right now. Another user has also helpfully highlighted how they use quote templates to create job sheets in Xero.

    Alternatively, as you’ve mentioned, there are options on the Xero App Store that may provide the solution you’re looking for here. 

    We're keeping an eye on the conversation and votes here, so please continue to share your thoughts.

    Lourens Luus supported this idea  · 

  2. Quotes - Split quotes into multiple invoices with relationships and automatic “Mark as invoiced” functionality

    14 votes

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    submitted  ·  3 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Lourens Luus supported this idea  · 

  3. Quote - Ability to have quote reminder

    504 votes

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    148 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. Invoice Reminders - Auto email Statements to customers

    657 votes

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

    Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

    We'd like to invite you into this process to provide further input to our product teams discovery.

    If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

    I'll be back to share more again as this progresses.

    Lourens Luus supported this idea  · 

  5. Quote - Formatting options in summary section

    5 votes

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