Settings and activity

503 results found

1. API - Add quote sending

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   4 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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  ·  23 February, 2026

2. Quote - Ability to have quote reminder

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   156 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

3. 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

4. Invoicing / Quotes - Omnipresent 'Save' button

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

5. 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

6. 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

7. Quotes - Option for feedback when rejecting

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

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

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   submitted  ·  7 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   CHRISTOPHER TENG supported this idea  ·  23 February, 2026

9. 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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10. Quotes - Add delivery address to quote

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    submitted  ·  7 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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    CHRISTOPHER TENG supported this idea  ·  23 February, 2026

11. Quotes - Ability to change the PDF file name

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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the idea raised here and can understand how this could help with customer visibility and file management. Being open this isn't something we have plans for right now but will continue to keep a pulse on the support for this here and share if there are any plans made.

    CHRISTOPHER TENG supported this idea  ·  23 February, 2026

12. 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

13. 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

14. Quotes - Send quotes via SMS

    35 votes

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    16 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hey team thanks for voting and supporting this idea! We’re continuing to gather feedback on this, and requests like this help build a clearer picture of customer demand and support for potential future improvements.While we can’t confirm if or when this functionality may be introduced, the interest has been noted 🙂

    CHRISTOPHER TENG supported this idea  ·  23 February, 2026

15. Quotes - Ability to archive quotes

    15 votes

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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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    28 votes

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    13 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your support and feedback on how visibility of the transactions related to stock on order and committed would be handy.

    While we've been making a few improvements to inventory and Purchase orders recently I want to be open this is not a capability we have planned as yet.

    Our product team have reviewed and will consider how they may provide more visibility in future, so I will share if there are any updates for you here.

    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