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  1. Quote - Ability to have quote reminder

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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

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    Kamonchanok Kenyotha commented  · 

    Hi Xero Team, thank you for the periodic update. This feature would really help small businesses like us who don't have much time or resources to spend on following up quotes that have been sent out to prospect clients. I have been sending quotes for over past 3 years and most of the time I only get to call up a few people if time permits as I take on many roles as a small business owner. Most of the time, people just need a gentle reminder so they can proceed with their projects/purchase. If this feature could be implemented soon, it would help many of us in closing the deals to get an actual job. Appreciate your understanding and looking forward to hearing from you.

    Kamonchanok Kenyotha supported this idea  ·