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  1. Quotes - Ability to create multi-section quote

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    14 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    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.


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    Lynne Kennedy commented  · 

    I have a driving school and provide services to government and local agencies to help with job skills. Sometimes they would like to purchase multiple lessons and I have two different lesson lengths to provide. The ability to add Option A and Option B on a single quote would save time and the possibility of a quote getting lost in the abundance of emails they receive daily.

    Lynne Kennedy supported this idea  ·