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5 results found

  1. Quotes - Move quotes to an expired status after expiry date

    13 votes

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    1 comment  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    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.

    Cliff Anderson supported this idea  · 

  2. Quotes - Send quotes by WhatsApp

    16 votes

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    submitted  ·  1 comment  ·  Invoices & quotes » Quoting  ·  Admin →
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    Cliff Anderson supported this idea  · 

  3. Quotes - Create repeating quotes

    20 votes

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    submitted  ·  3 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Cliff Anderson supported this idea  · 

  4. Quotes - Ability to archive quotes

    15 votes

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    submitted  ·  1 comment  ·  Invoices & quotes » Quoting  ·  Admin →
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    Cliff Anderson supported this idea  · 

  5. New Homepage - Track Quotes

    154 votes

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    73 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.

    Cliff Anderson supported this idea  · 
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    Cliff Anderson commented  · 

    Widget to show outstanding Quotes