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4 results found
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78 votes
Hi team, in the aim of transparency we have split this idea out from the original one here so we can get a better understanding of the interest for this change in each area of Xero.
Being quite different features within Xero it's not likely that a change in one would be reflected in the other area at the same time. We will continue to track interest in removing quotes from the all list here and share if there are any updates.
Angela FitzGerald
supported this idea
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24 votes
Thanks for sharing this idea. We can understand how allowing customers to accept selected line items within a quote could make it easier to manage proposals that include optional services or products, without needing to create and send revised quotes.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this capability would improve your quoting workflow, add your vote and share the types of quotes or scenarios where line-by-line acceptance would be most useful.
Angela FitzGerald
supported this idea
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4 votes
We understand the request for a Quotes widget on the main Xero dashboard, similar to the existing information available in Sales Overview. A quick summary of outstanding quotes could make it easier to check the sales pipeline without opening another page.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you’d like the widget to work.
An error occurred while saving the comment Angela FitzGerald
supported this idea
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163 votes
Hi team, we very much appreciate the desire for a quick snapshot, and visibility of quotes at a glance from the Homepage. While we're continuing to iterate on this experience we want to be open that a dedicated quotes widget is not in the pipeline at present.
An option for more oversight of quotes could be to use Cashflow manager in Xero Analytics. Though not a dedicated visualisation or widget Quotes contribute to this projection and you can get a view of the Quotes breakdown from the Manage cash in tab.
We'll continue to keep this in mind as the team to continue to plan their roadmap, and I'll make sure to share if there are any updates to share around this with you here.
An error occurred while saving the comment Angela FitzGerald
commented
What a great tool this would be to have this on the home page, this will allow forecasting and reporting to be completed with ease. Please consider adding this option for the dashboard.
Having a quotes widget on the main dashboard showing outstanding quotes, accepted quotes would be fantastic.
Xero team please consider this improvement soon.