Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. New Homepage - Track Quotes

    163 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

    78 comments  ·  New Homepage » Homepage  ·  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
    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.

    An error occurred while saving the comment
    Anthony Sanders commented  · 

    Create a Quotes Widget for the new homepage.
    Would be a great visual reminder to follow up on outstanding quotes.

    Anthony Sanders supported this idea  ·