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Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > Feature Requests >
Done

Quotes: Add new Quote from within Contact record

Started by Donna Commins in Feature Requests | Done!

Do a Quote from the + New option in contacts from the screen where you view a customers details. The other options for + New invoice etc are there but not quotes.
Official Xero Reply
Hi All,

Today's release includes the option to create a Quote and Purchase Order from a contact record. Make sure you keep adding your feedback on Community as we are continually looking for ways to improve your Xero experience.
 

Peta Wallace (Xero Staff)