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  1. Quote - Ability to have quote reminder

    522 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

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    Caela Berge commented  · 

    Hi Xero, any updates on Quote Reminders becoming a feature soon?

    Caela Berge supported this idea  · 

  2. Quotes - Save default Title and Summary for quotes

    8 votes

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    2 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hey Dean thanks for bringing this Idea to us, we always appreciate our customers thoughts on how we can improve Xero! This Idea has been moved to Gaining Support so others can vote and comment on this. We also wanted to let you know that there is a work around for tis idea, you can create a draft quote with all the relevant details and use that as a base to 'copy to' to reduce the time spent filling out the same details. Don't forget to let you friends and colleagues know they can vote on this idea now 🙂.

    Caela Berge supported this idea  ·