Settings and activity
4 results found
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15 votes
Hi Rob thanks for sharing this here. We can see how having an order acknowledgment or delivery note upon quote acceptance could be useful to have. We will open this idea up to get more support from the community. Just to add on to your last two points, you can edit the way the PDF attachment shows. You can also create DOCX templates, so that the price does not show. If you require further support with this, please do not hesitate to raise a case with our support team.
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Imraan Samsodien
supported this idea
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48 votes
Hi everyone, we value your input and sharing with us on your needs here.
While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.
Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.
We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏
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22 votes
Hi team, we appreciate the idea raised here and can understand how this could help with customer visibility and file management. Being open this isn't something we have plans for right now but will continue to keep a pulse on the support for this here and share if there are any plans made.
Imraan Samsodien
supported this idea
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An error occurred while saving the comment Imraan Samsodien
commented
It would be great if we could preview the quotes before emailing it to the client. Similar to the way we can preview invoices.
The only way to preview a quote is to save it as a pdf.
It would also be great to have the Customer Name included with the Quote Number in the File Name when its saved.
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82 votes
Thanks for reaching out and letting us know how we can improve! We’ve given your idea the green light, and now it’s time for the community to weigh in.
Be sure to share your suggestion with colleagues who would find this useful so they can upvote it, too. The discussion is officially open, allowing other users to comment on how this idea would help them get more out of Xero.
Imraan Samsodien
supported this idea
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We have the same requirement. Once a customer has accepted the quote, I would like to generate a draft invoice, but then have the ability to print either a picking slip or delivery note. without having to change the theme each time. At present the Delivery not uses a generic template which does not include the stock code and looks completely different to our custom invoice template.
This feature would be tremendously helpful as the document would streamline our documentation processes and ability to quickly and easily generate delivery notes/picking slips.