Settings and activity
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47 votes
Hi everyone, we value your input and sharing with us on your needs here.
While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.
Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.
We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏
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Suhail Ash Awan
supported this idea
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131 votesSuhail Ash Awan
supported this idea
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As in creating an invoice, you can preview the invoice with the Preview button at the top right, It would be useful to be able to preview a quote in the same manner, rather then having to print to PDF? - I'm new to Xero so if I have missed anything then let me know.