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How can I specify instructions for Xero Quote Requesters?

Updated over 2 months ago

An Organisation's Administrator can provide a message that will be shown to Requesters during Quote creation.

This is how instructions for Quote Requesters can be set up:

  • Select your Organisation in the main menu and open "Approval Workflows" under "Workflows and settings".

  • Click on the Quote workflow:

  • Click on the gear iconand type in the message that will be shown to Requesters when they create a new Quote.

  • If you don't want Requesters to see any instructions, then leave this field blank.

  • Click on "Save".



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