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7 results found

  1. Quotes - Copy partial Quote to an Invoice

    94 votes

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    submitted  ·  40 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Dieg Londono Castano supported this idea  · 

  2. Quote Accept/Decline email reply to address

    6 votes

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    0 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Dieg Londono Castano supported this idea  · 

  3. Quotes - Edit inventory item from within a quote

    10 votes

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

    Thanks for sharing, Glen. We'll begin getting a sense of the interest in this from others in community here.

    Make sure to share this with any other colleagues that'd find it beneficial too so they can upvote your idea.

    Dieg Londono Castano supported this idea  · 

  4. Quotes - Ability to create multi-section quote

    51 votes

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    submitted  ·  11 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Dieg Londono Castano supported this idea  · 

  5. Quote/Invoicing - Job Workflow

    8 votes

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

    Hi team, appreciate the stepped out process of what you're needing here and the gaps that currently exist that you'd like us to fulfil to improve processing jobs for your business with Xero.

    Atm, there is no sales order type document that can be the bridge between a Quote and Invoice in Xero. An option would be to add the Customers purchase order number to the reference of the Quote or as an additional note however appreciate this does won't suffice for everyone's workflows.

    Being open here we don't have any plans for this in the short term, however will continue to keep a pulse on the support here and share if there are any updates.

    Dieg Londono Castano supported this idea  · 

  6. Sales Invoicing - Order acknowledgement

    80 votes

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    30 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm. 

    In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm. 

    You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template. 

    Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created. 

    Dieg Londono Castano supported this idea  · 

  7. Email multiple quotes for the same client. (Construction - Australia)

    2 votes

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    0 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Dieg Londono Castano shared this idea  ·