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  1. Quote - Ability to have quote reminder

    536 votes

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    156 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

    Leona Rahme supported this idea  · 

  2. Quote - Create repeating Invoice from quote

    12 votes

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    submitted  ·  2 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Leona Rahme supported this idea  · 

  3. Quotes - Update quote after invoicing backorder

    1 vote

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    0 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your idea, Leona. Trying to better understand your business processes here, can you share the sort of updates you'd expect to be made to an associated Quote when an invoice backorder is placed and why this would be useful?

    Leona Rahme shared this idea  ·