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  1. Quotes - Autosave

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    40 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate interest from you all here in being able to adopt autosave into Quotes. Across the board there are mixed reviews from users that would, and those that would not like to see this enhancement across Xero features.

    Right now, the current experience requires you to click Save on the quote before navigating to another screen in Xero.

    We appreciate there are other contributing factors to the need here like session timeouts and internet connectivity.

    Being upfront this isn't a feature we have roadmapped at this time, however our product teams are aware of the needs and interest of this here and will take this into consideration as they continue to plan the future of Quotes across Xero. If there are any plans to progress this we'll make sure to keep you all informed and updated through this idea. Thanks

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    Benjamin Breitenstein commented  · 

    I want to echo the sentiments of recent posters. I recently lost 10% on the value of a $20k job because on my third attempt at writing the quote after having it disappear due to timing out, I forgot to set the values to 'Tax exclusive'.

    This is a must-have feature and for those whom it poses a risk, let them toggle it off. Such a no-brainer and among all the baffling design decisions in Xero, this has to be the most frustrating.

    Benjamin Breitenstein supported this idea  ·