Settings and activity
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198 votes
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Adam Goudge
supported this idea
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62 votes
Thanks for adding your support and feeding back on your needs in this idea, everyone.
While we understand how multiple sections with separate subtotals could make it easier to present options clearly and avoid sending several quotes to the same customer, we want to be upfront that this is not something we have development plans for in the near term.
Right now, a couple of options to add structure would be to use description-only lines as section headings within a quote. Alternatively, attaching separate documentation that accompanies your quote and depicts the breakdown.
We understand this isn't the ideal solution you're after here but may help some present quote details more clearly.
Another option is to explore our ecosystem apps to see if there's a service that can accommodate your full quoting needs.
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Adam Goudge
commented
I came here to ask for exactly this. the ability to send a quote, say for a couple of different models of widget and have them either select one of those for approval or perhaps the ability to decline specific rows but still accept the overall quote.
Perfect for when you want to give the customer options knowing that they will only choose one.
an addendum to this is to allow the customer to change quantities; I might send a quote for 1x widget but they decide they want 2 of them. There would need to be some kind of controls around this in cases where pricing is linked to a minimum order qty.
Adam Goudge
supported this idea
·
Come on Xero, this was requested over 4 years ago