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  1. Xero Projects - Create project from accepted quote

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    24 comments  ·  For small businesses » Business features  ·  Admin →
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    Claire Taylor Nicholls commented  · 

    Hello @Xero, this is a very much required update,

    quotes are almost always made first particularly with businesses that don't have repeat business.

    it makes a huge amount of sense for the quote to be made first, for the client to be able to respond to said quote and accept or decline this directly, of which we would get a notification.
    then on an acceptance the availability of creating a project from the quote or to add/ update a current project.

    its great that i can connect projects with Trello, but it would be great if a third party software wasn't required.

    is there any likely hood that this could get rectified at all?

    3 years after initial idea and no movement?

    Claire Taylor Nicholls supported this idea  ·