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  1. Quotes - Letters of Engagement

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    0 comments  ·  Users & setup » Settings  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing your idea about sending engagement letters with quotes and collecting signatures in one flow 🌟 . We’ve opened this idea up to gauge interest from the Xero community.

    If this would help your practice, please vote and share how you’d use it or what matters most to you—for example, tracking quote acceptance and signatures separately, or keeping a signed copy and audit trail with the client record. Your feedback will help us understand the community’s needs.

    Edward Kang shared this idea  ·