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  1. Quotes - Option for feedback when rejecting

    4 votes

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    submitted  ·  1 comment  ·  Invoices & quotes » Quoting  ·  Admin →
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    James Simons commented  · 

    Have an editable drop down box in the decline button on the quote function so we can set why a quote is getting declined.
    To expensive, to slow to provide, no longer required etc.

    James Simons supported this idea  · 

  2. Quote - Ability to have quote reminder

    526 votes

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    152 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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

    James Simons supported this idea  · 

  3. Quotes - Convert to a deposit invoice and remaining amount invoice

    60 votes

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    12 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the support in this idea and apologise for not engaging here sooner. Thanks for sharing how important this workflow is for your business.

    Our current deposits release is focused on approved invoices, where a business can request an upfront deposit and then collect the remaining balance later on that invoice.

    However, we know for some businesses this needs to begin earlier from the quote stage. While we consider how we might expand deposits in the longer term we want to be upfront that converting a quote to a deposit and remaining amount invoice isn’t in the roadmap as yet.

    We’ll keep this idea updated as there’s more to share on the future of deposits with Xero.

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    James Simons commented  · 

    Is it possible to split a quote once accepted to allow us to collect a deposit, then charge the final percentage once the job is complete? Currently we send a deposit invoice then a final invoice but it gets messy and is hard to allocate an accepted quote into an invoice when a percentage of that quote has already been paid.

    James Simons supported this idea  ·