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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

    Tomasz Byra supported this idea  · 
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    Tomasz Byra commented  · 

    Quote Chasing Capability, New Feature
    We currently have the ability to automatically chase invoices and send invoice reminders. However, there is no functionality in place to automatically follow up on outstanding quotations. Introducing an automated quote chasing feature would allow the system to send scheduled reminders for unaccepted quotations, improving response times, visibility, and conversion rates.