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  1. Quotes - Ability to request signature

    38 votes

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    9 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Joanna Burnett supported this idea  · 

  2. XPM - Integrate Quotes with Xero Sign for e-signatures

    6 votes

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    1 comment  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Hey TJ, thanks for submitting this idea! We've reviewed your request for integrating Xero Practice Manager quotes with Xero Sign to enable seamless e-signing, and this idea can now gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero. This process helps us track the ideas our customers care about most. We really appreciate you taking the time to share this with us.

    Joanna Burnett supported this idea  · 

  3. Quotes - Permanently Delete Quotes

    141 votes

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    59 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.

    We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea. 

    Joanna Burnett supported this idea  · 

  4. Quotes - Title and Summary to flow through to Sales Invoices

    254 votes

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

    Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.

    We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.

    Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.

    To be transparent, this work isn’t currently on our roadmap.

    For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.

    …

    Joanna Burnett supported this idea  ·