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  1. Quotes - Ability to change the PDF file name

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    8 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the idea raised here and can understand how this could help with customer visibility and file management. Being open this isn't something we have plans for right now but will continue to keep a pulse on the support for this here and share if there are any plans made.

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    Morag Colston commented  · 

    We have a plastering business and often clients want an idea of price early in the piece. It can be hard to price if there is quite a bit of other construction work to be done first so we need to provide an estimate.

    Currently I take the .pdf and edit it with PDF editor and send separately in an email to the client which is rather long winded.
    It would be so much easier to have an 'ESTIMATES' template, just like the 'QUOTE' one.

    Morag Colston supported this idea  ·