How can I specify instructions for Xero Quote Requesters?

How can I specify instructions for Xero Quote Requesters?

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 icon and 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:


  • Update/activate the workflow to save your settings.


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