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  1. Quotes - Confirmation Notification for Client

    1 vote

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

    Thanks so much for taking the time to share this idea with us. We understand how helpful it would be for clients to receive a clear confirmation after accepting a quote, have a copy of that acceptance, and be able to keep track of the quote status.

    We’ve now opened this idea up for votes and comments, so other Xero customers can show their support and share how this would help them. The feedback we receive helps us understand how important the need is and what would be most useful to include.

    Thanks again for helping us improve the quotes experience! 👍

    Andrew Hall shared this idea  · 

  2. Email - Ability to cc and bcc sent emails

    99 votes

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    16 comments  ·  Users & setup » Navigation  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing. 

    With this new side-by-side view you'll find you can also CC and BCC other emails 🎉

    While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!

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    Andrew Hall commented  · 

    Hi, I have clients asking for this feature to be added to Quotes. They want transparency on who else has been notified, it saves them from circulating the quote internally, and I don't want to keep all my processing in one place and not have to step out of Xero and use direct emails outside with manual PDF quotes.

    Andrew Hall supported this idea  ·