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  1. Homepage - Track Quotes

    141 votes

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

    Thanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.

    With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.

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    Mark Ristevski commented  · 

    Is this active as of yet?

    Our company heavily relies on outgoing quotes for business performance. Which directly applies to marketing campaigns and strategy. The ability to review outgoing quotes input through xero allows us to forecast business performance and future cashflow.

    I'm happy with the attached pdf formwork to create an instant dashboard reference to outgoing quotes for month/quarter/year.

    Can you please update me once this widget is available?

    Mark Ristevski supported this idea  · 
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    Mark Ristevski commented  · 

    If this goes ahead could you add quotes per month sent. We like to track our outgoing quotes month over month.