Let’s get right to the point. Quotes, they are finally coming to Xero mobile! Many of you have been asking for the ability to view, create and send quotes to your customers and clients from your mobile devices. Well, it’s been a long time coming but we’re now in a position to give you just that.
We’re committed to bringing quotes to Xero mobile, and polishing up the sales workflow for our users who are out and about and doing business on-the-go.
So to keep things simple and still provide a bit of insight, we’re well underway, and this is how it’s going down.
You can now view quotes on Xero for Android
Just before the holidays, we released the first iteration of quotes on Xero for Android. We started by simply introducing the ability to view your existing quotes. You’ll notice we have also designed the UI to be similar to invoices, to make it even easier to get into using quotes. If you have existing quotes in Xero, these will now be viewable.
We’ve updated where invoices live; they will be joined by quotes and under one roof
Introducing quotes meant we needed to figure out where in the app they would live. Rather than splitting them out into another individual area, we made the decision to combine both quotes and invoices under the one roof known as ‘Sales’. The idea being that quotes and invoices are really apart of the the same process – the sales process. You start the process with a quote, followed by the invoice and finally customer payments. Keeping this in one area helps provide context and makes managing the sales process easier.
Creating and editing will be shipping soon for Android
We know you have all been waiting a long time for quotes on mobile, so instead of waiting to do a big bang release, we wanted to get features out to you as quickly as possible. You can now view quotes as well as create, edit and send them on Android.
Quotes on Xero for iOS are coming
We haven’t forgotten about those of you using the iOS app. There has been a lot of other work going on in iOS and we needed to get that sorted first, but we’re now in a position to make headway on delivering quotes.
We’ll be following the same process as we have been doing with Android. This means we’ll get view quotes out first, followed by edit and create.
There are a couple of reasons for doing this. One being that it allows us to start getting quotes out to you faster, and the second is that this process allows for us to remain flexible and enables us to respond faster if bugs or issues with the experience crop up.
We’re looking forward to finally getting this into your hands. If you have questions about any of the above, feel free to drop us a line in the comments below.
If you don’t have Xero mobile yet — you can download Xero for Android from the Play Store and Xero for iOS from the App Store. Leave us a review once you’ve had some time to play around with the app.
When will you update the Android app to support run-time permissions (i.e. target API Level 23 or greater)? That API was introduced in Android M almost two years ago.
We’ve actually been compiling against Android API Level 23 since after its introduction. We also already support runtime permissions.
If you’re looking at the Play Store listing for the permissions information, you will probably be seeing the list of permissions for an older APK version (2.0.6) of Xero which was released back in 2014. We keep this around to support users on much older versions of Android. Google appears to wrap together all the permissions for your currently listed APKs.
We reduced the required permissions on Xero for Android a long time ago, and you can see what we ask for via the apps section of settings in Android. We only seek access to Contacts for providing suggestions when creating Xero contacts and Storage for reading external media. Both of these requests are prompted through runtime permissions.
Hope this helps.
Thanks for the detailed response! I was indeed looking at the permissions listed in the Google Play store listing.
Happy to see that you’re investing in mobile and looking forward to the new features coming this year.
What date are we looking at getting quotes on the iOS app ?
Is there a release date for quotes in iOS
Guys I really need this option for a client when is this going to happen?????
any update on ISO quote release date
Surely 7 months is more than enough time for Apple to approve the quotes on IOS, when can we expect this?
When will quotes be available for IOS?
So when is quotes (create and edit) happening.
Same same – making quotes in iOS – what’s going on??
Qoutes are available on Andriod but you cannot convert a qoute to an invoice. Any plans to allow them to be converted to invoices in 2018?
Agreed. I have quotes to be invoiced and from within the app, you cant turn them into an invoice…so much for quick turn around…
Quotes to invoice via app please
Quotes to invoice +1 from me, just realised I have two uninvoiced quotes outstanding and keep remembering it’s because there isn’t a way to convert from quote to invoice on the app
Quotes to invoice please.
Or maybe have such a nice mobile Xero site that none of us need to use an feature lite app.
How the f do you send the quote once created? Through mobile app
Hi Aaron, sorry to hear that you’re having some trouble. Let me chat with my team and see how we can help you.
Hi, It’s 2022 now and this handy dandy function has just gone missing off our app. We can no longer access the quotes list as mentioned and this is a really important function to our business, being out and about a lot.
Any reason for this and can you please reinstate.
Hi Mel, we’re aware some customers are experiencing slowness and are having problems with quotes in the Xero Mobile App. This relates to a product release to improve the user interface. Our team has rolled back the release to fix this. If you’re continuing to experience problems, we recommend using the browser version of Xero. Please raise a case in Xero Central with our customer experience team if you have any questions. We apologise for any inconvenience.
Hi. What happened to quote function on the mobile app? It appears to have gone missing ?
Hi Dion, we’re aware some customers are experiencing slowness and are having problems with quotes in the Xero Mobile App. This relates to a product release to improve the user interface. Our team has rolled back the release to fix this. If you’re continuing to experience problems, we recommend using the browser version of Xero. Please raise a case in Xero Central with our customer experience team if you have any questions. We apologise for any inconvenience.
Do you have any idea when the quotes in the app will be back this is causing me extra work to keep going into browser and also missing invoices from quotes too
Hi Matt, we’re aware some customers are experiencing slowness and are having problems with quotes in the Xero Mobile App. This relates to a product release to improve the user interface. Our team has rolled back the release to fix this. If you’re continuing to experience problems, we recommend using the browser version of Xero. Please raise a case through Xero Central with our customer experience team if you have any questions. We apologise for any inconvenience.