Settings and activity

375 results found

1. Quote - Ability to have quote reminder

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   149 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  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

   CHRISTOPHER TENG supported this idea  ·  23 February, 2026

2. Quotes - Include reference in quote acceptance email notification

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   submitted  ·  0 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   CHRISTOPHER TENG supported this idea  ·  23 February, 2026

3. Invoicing / Quotes - Omnipresent 'Save' button

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   submitted  ·  0 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   CHRISTOPHER TENG supported this idea  ·  23 February, 2026

4. Quote - Create repeating Invoice from quote

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   submitted  ·  2 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   CHRISTOPHER TENG supported this idea  ·  23 February, 2026

5. Reporting - Add a Quote Title column to the Outstanding Quotes Summary

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   submitted  ·  1 comment  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   CHRISTOPHER TENG supported this idea  ·  23 February, 2026

6. Quotes - Option for feedback when rejecting

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   submitted  ·  0 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   CHRISTOPHER TENG supported this idea  ·  23 February, 2026

7. Xero Accounting app - Save a Quote as a PDF

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   submitted  ·  6 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   CHRISTOPHER TENG supported this idea  ·  23 February, 2026

8. Quotes - Tax status & Delivery Address when invoice is created from quote

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   submitted  ·  0 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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9. Quotes - Add delivery address to quote

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   submitted  ·  2 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   CHRISTOPHER TENG supported this idea  ·  23 February, 2026

10. Quotes - Ability to change the PDF file name

    18 votes

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    submitted  ·  6 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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    CHRISTOPHER TENG supported this idea  ·  23 February, 2026

11. Quotes - Line numbers for items in quotes

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    submitted  ·  5 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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    CHRISTOPHER TENG supported this idea  ·  23 February, 2026

12. Quotes - Make 'invalid account' warnings appear in a new window

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    submitted  ·  0 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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    CHRISTOPHER TENG supported this idea  ·  23 February, 2026

13. Quotes - Send quotes via SMS

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    submitted  ·  8 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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    CHRISTOPHER TENG supported this idea  ·  23 February, 2026

14. Quotes - Feature for customer to select which items to accept

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    submitted  ·  6 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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    CHRISTOPHER TENG supported this idea  ·  23 February, 2026

15. Quotes - Ability to archive quotes

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    submitted  ·  1 comment  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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    CHRISTOPHER TENG supported this idea  ·  23 February, 2026

16. Quotes - Add optional items

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    submitted  ·  0 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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    CHRISTOPHER TENG supported this idea  ·  23 February, 2026

17. Quotes - Bulk send

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your liking to invoices in Xero, Angela. Each functionality would need to be considered in isolation so I've changed the title of your idea here for bulk sending.

    We don't have any direct plans for this right now, but we'll begin to get a sense of the interest and keep you updated of any change, here.

    You'll find an existing idea for import/export of quotes that you may like to join as well. If there's any other feature like this that you'd like to see welcome to start another idea. 🙂

    CHRISTOPHER TENG supported this idea  ·  23 February, 2026

18. Quotes - Sending a quote to group of contacts

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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for taking the time to suggest how Xero could better support sending quotes and invoices to multiple contacts.

    As you may be aware, you can currently create invoices for contact groups and these can be sent in bulk from the invoice overview page. However, this functionality is currently not available for quotes.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    CHRISTOPHER TENG supported this idea  ·  23 February, 2026

19. Inventory - Check items on Quotes and Orders from Products and Services screen

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    submitted  ·  11 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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    CHRISTOPHER TENG supported this idea  ·  23 February, 2026

20. Quotes - Create repeating quotes

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    submitted  ·  3 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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    CHRISTOPHER TENG supported this idea  ·  23 February, 2026