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  1. Quotes - Ability to change the PDF file name

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    8 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the idea raised here and can understand how this could help with customer visibility and file management. Being open this isn't something we have plans for right now but will continue to keep a pulse on the support for this here and share if there are any plans made.

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    Joan Murphy commented  · 

    This is also relevant to our business, the filename "Quote" is very misleading when it is an Estimate, need to be able to set it up to change dependng on what the file is relevant to

    Joan Murphy supported this idea  ·