From XU Magazine, 
Online News

New: Schedule Email

June 22, 2022

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
You can find the original post here:

Let’s say you’ve been freshly briefed on a new project, and have everything you need to quote. It takes you less than five minutes to create the quote because you’re making the most of Quotient and using Saved Content.

Normally, getting back to your customer promptly can be an indicator of great service, but getting back to your customer too soon can be a little off-putting.

What if you could deliver your quote at the exact time you promised, without the hassle?

Introducing Schedule Email

Now you can schedule your quote emails so they’ll be delivered at an exact time of your choosing in the future.

There’s some handy defaults, such as 8am tomorrow. Or, choose a specific day and time that suits you.

The new Schedule Email is available whenever you send an email in Quotient, such as new quotes, editing and resending quotes, and sending Follow-ups.

Schedule Calendar

Also: Stop Email, a Safety-Catch for Email

Have you ever sent an email and realized the moment you hit ‘Send’ that you weren’t quite ready to send it?

Now, whenever an email is sent, you’ll see a Stop Email option near the top of your screen. This gives you a few seconds, just in case you change your mind.

Stop Email

We hope you enjoy these updates. For full details, see the Release Notes.

Why leave it there?

To learn more about Quotient

Straight to your inbox

Subscribe to our newsletter for updates as they happen
We hate spam too. We NEVER sell our mailing list.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.