Xero - Quote as well as Draft Invoice

Hi

I would like the ability to be able to create a quote in Xero through the Insightly interface.  Currently I am only able to create Draft Invoices which, while really useful, is not quite the same thing and sits in a different area of Xero. 

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Comments

12 comments
  • Hi Sam,

    This is a great request. We are currently in discussions with Xero to enable that through their API. As soon as they do, we will implement and release. 

    Will keep you posted

    Thank you for using Insightly!

    -Engineering

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  • Hi Patrick:

    Our sales team will be ecstatic if the can generate Xero quotes within Insightly.

    Any progress?

     

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  • Hi,

    We are in close contact with Xero's API team and as soon as they expose the ability to create Quotes, we will implement and release it. Unfortunately i don't have any specific time-frame from them on that. 

    We will keep you posted.

    Thank you for using Insightly

    --Engineering

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  • Any news on this? It would be a great benefit.

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  • Hi Kingsley,

    Nothing yet, Xero's API team is working on this and have promised to inform us as soon as it is available. I will make sure to inform everyone once that happens.

     

    Thank you using Insightly

    --Engineering

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  • Is there anyway of attaching the quote number from Xero to an opportunity or project? Or even just viewing it so it can be manually written into the workflow?

     

    Thanks

    Pete

     

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  • Hi PeteWebb,

    Till we get what we need from Xero's API team. One way i can think of to do it manually is use a custom field. Unfortunately we cannot add it to the Xero's tab itself, but the custom field will be available for you in the Details Tab.

    Here is a help link:

    https://support.insight.ly/hc/en-us/articles/204061084-Setting-up-custom-fields

    Hopefully this helps until we can roll our Quotes for you

     

    Thank you for using insightly!

    -Engineering

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  • Hi Patrick:

    Support received Pete's reply here:

    Ah I see,

    OK great thanks for the custom fields tip.

    Pete

    Just a reminder that you must be in the community to leave a comment. Please do not reply to the email notification because your comment will not get posted -- and that's the only way we can continue helping you! Thanks! 

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  • Insightly team - any update on the ability to link Quotes (not invoices) from Xero to Insightly? This is essential to manage opportunities...

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  • Hey Ivan,

    It looks like Xero still has not enabled this in their API.  You can view the request in their Community if you'd like to let them know that you'd like them to release it.

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  • Gday Dan P. Keep at them (Xero) re getting quotes integrated. I can see it was requested like 3 years ago. But hey we can live in hope right.

     

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  • Hi Troy,

    We really wish we could bring this feature to you but unfortunately our hands are tied as Xero does not support Quotes through their API. 

    https://developer.xero.com/documentation/api/quotes

    We will keep an eye out and we hope one day we can expand our Integration with Xero to enable more features, especially Quotes.

     

    Thank you for using Insightly!

    -- Engineering

     

     

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