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  1. Invoice - Automatically generate invoices on quote acceptance

    42 votes

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

    Hi community, excited to share an update as our product team look to develop and enhance our quotes experience in Xero.

    They'd like to solve for the needs in this idea, and as part of their discovery would love to engage some users here for early access - You'll get to try it out, share feedback directly with product, and help shape this new quotes feature.

    We're looking for roughly 15 users that'll make use and be willing to give insights back to the team on their workflows and impressions of the new experience. If this sounds like something you'd like to be involved in please take a few moments to fill in our form here. ✍️

    I'll be back to share where this works leads and next steps around this idea. 😊

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    Henleys Auctions commented  · 

    I had this in Wix invoicing. If someone accepts the quote they will be on a device and it's important to get them their invoice ASAP whilst it's still fresh. Weird that this doesn't exist yet.

    Henleys Auctions supported this idea  ·