Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Quotes - Ability to create multi-section quote

    62 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    14 comments  ·  Invoices & quotes » Quoting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.


    Josh Bentham supported this idea  · 
    An error occurred while saving the comment
    Josh Bentham commented  · 

    Ability to have sub category line items so can for instance quote for a kitchen and it does a subtotal for that then quote a bathroom and it has a seperate sub total incl or excl GST then a final full total