Settings and activity
17 results found
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35 votes
Thanks for the idea, Pilar. It'll be good to get sense of the appetite for this here.
While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions?
We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join
An error occurred while saving the comment 
Elaura Carter
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41 votesElaura Carter
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525 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
An error occurred while saving the comment Elaura Carter
commented
I’d love to see this introduced with similar functionality to invoice follow ups, i.e allowing me to customize the frequency and email message for reminders, as well as turn them off for some quotes. Looking forward to hearing further updates on this!
Elaura Carter
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96 votes
Hi team, we appreciate all your feedback here and wanted to share an update as we have a new invoice editor that is being rolled out to all users (already available in NZ, AU, UK and US).
This new editor provides more custom formatting options to help you create invoices that reflect your brand with a side preview so you can instantly see how changes will be shown.
We appreciate that there are additional formatting options that you're asking for here and want to be open that we don't have any plans for providing the ability to edit text formatting in the new editor. We will continue to track votes through this idea and keep an eye on trends so if there are any changes in it's position in the future we can let you know here.
Elaura Carter
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An error occurred while saving the comment Elaura Carter
commented
Enable common text formatting e.g add bullet points, make items bold, italic or underlined. Editing the text size and fonts might be handy for some folks too.
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18 votes
An error occurred while saving the comment Elaura Carter
commented
As a workaround in the meantime, ca you do this by editing the draft quote template in invoice settings and adding in the contact phone number field? Try searching advanced invoice templates, it might work the same way
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14 votesElaura Carter
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7 votesElaura Carter
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14 votesElaura Carter
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25 votes
Rounding back on the idea here it sounds like using non tracked inventory could be a solution.
In Products and services you can add items and enter a Purchase price and a Sales price for the same item.
This means you can add the marked up price for Sales and when you select the item in Quotes or Invoices this price will be reflected for the line item.
Alternatively, you could add a discount to lines of your invoice if there is a general amount or % by which you would mark up items.
Keen to hear your feedback for these options.
Elaura Carter
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13 votesElaura Carter
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60 votesElaura Carter
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27 votesElaura Carter
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160 votes
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.
Elaura Carter
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242 votes
Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.
In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.
However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.
We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.
Elaura Carter
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17 votesElaura Carter
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13 votes
Hi everyone, thanks for sharing you idea on quote management. We appreciate you sharing how this could help keep quote lists organised and streamline decisions about which quotes to revisit or decline.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Elaura Carter
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7 votes
Hi Ashleigh👋 Thanks for sharing your ideas and letting us know what matters to you! We also see how deleting quotes would be handy, and your idea is now open to votes from the Community to gain more support.
For adding categories and discount you are able to add a discount. We recommend raising a case with our support team for further assistance with this :)
Elaura Carter
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I would love to see this introduced or have the ability for it to work with an extension in the short term e.g docusign, adobe etc.
Ideally we should be able to customize the wording and fields of acceptance e.g “Execution of Fee Proposal” “Accepted on behalf of name/company” and have fields that allow clients to add account contacts, site contacts and so on.