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  1. New Homepage - Track Quotes

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    78 comments  ·  New Homepage » Homepage  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we very much appreciate the desire for a quick snapshot, and visibility of quotes at a glance from the Homepage. While we're continuing to iterate on this experience we want to be open that a dedicated quotes widget is not in the pipeline at present.

    An option for more oversight of quotes could be to use Cashflow manager in Xero Analytics. Though not a dedicated visualisation or widget Quotes contribute to this projection and you can get a view of the Quotes breakdown from the Manage cash in tab.

    We'll continue to keep this in mind as the team to continue to plan their roadmap, and I'll make sure to share if there are any updates to share around this with you here.

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    Gail Lauf commented  · 

    Many of our customers require a quote before issuing us with a purchase order. The fastest way is to copy a previous quote, and to edit as required to create a new quote. If we could click on a button from the homepage rather than bring up Quotes from the sales list, it would save us much time.

    Gail Lauf supported this idea  ·