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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

    Mary Miller supported this idea  · 
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    Mary Miller commented  · 

    It seems this has been requested many times over a long period of time?! I echo what another user said 'This really should be a simple copy and paste by Xero Developers of the "invoice payment reminder" coding into "quote reminder" coding. Come on Xero. Time to improve.'
    Xero are responding with 'its on our radar' but over a year later no changes/improvements - this suggests it was never on the radar but a delay tactic to something that may never change. If this is the case you will most definitely loose customers ...us included.