Settings and activity
497 results found
-
19 votes
Hey team, thanks for raising and supporting this Idea! we have now moved this to Gaining Support so now you can share with colleagues and friends to vote and comment on it. We appreciate all the support given so far this all helps with future developements.
CHRISTOPHER TENG
supported this idea
·
-
19 votesCHRISTOPHER TENG
supported this idea
·
-
23 votesCHRISTOPHER TENG
supported this idea
·
-
66 votes
Thanks for adding your support and feeding back on your needs in this idea, everyone.
While we understand how multiple sections with separate subtotals could make it easier to present options clearly and avoid sending several quotes to the same customer, we want to be upfront that this is not something we have development plans for in the near term.
Right now, a couple of options to add structure would be to use description-only lines as section headings within a quote. Alternatively, attaching separate documentation that accompanies your quote and depicts the breakdown.
We understand this isn't the ideal solution you're after here but may help some present quote details more clearly.
Another option is to explore our ecosystem apps to see if there's a service that can accommodate your full quoting needs.
CHRISTOPHER TENG
supported this idea
·
-
7 votesCHRISTOPHER TENG
supported this idea
·
-
9 votesCHRISTOPHER TENG
supported this idea
·
-
33 votesCHRISTOPHER TENG
supported this idea
·
-
27 votes
Hi team, thank you for engaging with us about this idea here.
Being upfront we don't have any plans for making the account code and tax rate mandatory on quotes at this time.
That said, we're exploring how payments may occur at earlier points in the sales cycle, such as from a quote. Our team will consider the idea here closely as part of this.
If there is any updates to share on this I'll come back to update you here.
CHRISTOPHER TENG
supported this idea
·
-
14 votesCHRISTOPHER TENG
supported this idea
·
-
40 votes
Thanks for the idea, Pilar. It'll be good to get sense of the appetite for this here.
While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions?
We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join
CHRISTOPHER TENG
supported this idea
·
-
79 votes
Hi everyone, we appreciate interest from you all here in being able to adopt autosave into Quotes. Across the board there are mixed reviews from users that would, and those that would not like to see this enhancement across Xero features.
Right now, the current experience requires you to click Save on the quote before navigating to another screen in Xero.
We appreciate there are other contributing factors to the need here like session timeouts and internet connectivity.
Being upfront this isn't a feature we have roadmapped at this time, however our product teams are aware of the needs and interest of this here and will take this into consideration as they continue to plan the future of Quotes across Xero. If there are any plans to progress this we'll make sure to keep you all informed and updated through this idea. Thanks
CHRISTOPHER TENG
supported this idea
·
-
10 votesCHRISTOPHER TENG
supported this idea
·
-
208 votes
Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.
We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.
While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.
Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.
CHRISTOPHER TENG
supported this idea
·
-
17 votesCHRISTOPHER TENG
supported this idea
·
-
30 votesCHRISTOPHER TENG
supported this idea
·
-
19 votes
Apologies we've not responded here before now, everyone. While we appreciate your interest in enhancing Xero, ideas for our API are best shared in our Developer community. Taking a quick look I can see that a similar idea for this has already been raised and would encourage you to add your vote to this idea where we have a developer team tracking and responding to the ideas for this, there. Thanks
CHRISTOPHER TENG
supported this idea
·
-
544 votes
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
·
-
5 votesCHRISTOPHER TENG
supported this idea
·
-
6 votesCHRISTOPHER TENG
supported this idea
·
-
14 votesCHRISTOPHER TENG
supported this idea
·
.png){kind=link}
