Deposit collection is a feature we're building for Quote Nudge. Here's why taking a deposit the moment a quote is accepted is such a powerful moment — and how we plan to make it effortless.
Heads up: deposit collection is a feature on the Quote Nudge roadmap — it is not live yet. Today the product focuses on automated, on-brand follow-ups for your Xero quotes. This article shares the thinking behind deposits and how we plan for the feature to work when it ships.
There is one instant in every deal when the customer is most committed: the second they say yes. Ask for a deposit at any other time and you are interrupting; ask for it right then and it feels like the natural next step. That timing is why we think deposits at acceptance are worth building.
Commitment fades. A customer who is enthusiastic when they accept your quote can cool off over the days it takes you to send a separate deposit request, and every gap you leave is a chance for second thoughts or a competitor. Capturing the deposit at the point of acceptance removes that gap. They say yes, they pay a percentage, and the job is locked in — all in one continuous action while they are still nodding along.
The plan for Quote Nudge is to build this into the acceptance flow: when a customer accepts a quote, they will be able to pay the deposit percentage you set — no second email, no phone call, no "I'll invoice you for the deposit" friction that so often stalls.
A deposit is not just early money. It changes the psychology and the economics of every job you win.
An acceptance says "I like this." A deposit says "I am doing this." Only one of them protects your diary.
There is no universal figure, but a few principles help. For trades and project work, a deposit that covers your materials and mobilisation cost is common, so you are never out of pocket to start. For services and retainers, a first-instalment-style deposit signals commitment without a large upfront ask. Set it high enough to matter and low enough that it never becomes the reason someone hesitates at the finish line.
Deposits are the natural payoff of consistent follow-up. The vision is simple: you automate the follow-up sequence on every SENT Xero quote, the customer eventually accepts, the quote is marked Accepted in Xero — and, when the feature ships, a deposit can be captured in the same breath. One connected flow from "just checking in" to a locked-in job.
Deposits are coming, but the engine that makes them valuable — consistent, automated follow-up on every quote — is available right now. Start a free 14-day trial — no card required, then £16.79/mo, cancel anytime — connect Xero, set your cadence once, and stop losing jobs to silence. We'll let you know the moment deposit collection lands.
Not yet — it is a planned feature on the Quote Nudge roadmap. Today the product focuses on automated, on-brand follow-ups for your Xero quotes. This article explains why deposits at acceptance are worth building and how we plan for them to work.
The moment a customer accepts is when they are most committed, so asking then feels like the natural next step rather than an interruption. Capturing the deposit at acceptance removes the gap where second thoughts or a competitor can creep in.
There is no universal figure. For trades and project work, a deposit that covers your materials and mobilisation cost is common. Set it high enough to matter but low enough that it never becomes the reason someone hesitates at the finish line.
Yes. A customer who has paid a deposit rarely ghosts, reschedules on a whim or keeps shopping around. The sunk-cost effect is real, so money down turns a signature that says 'I like this' into a commitment that protects your diary.
Auto follow-ups and branded online acceptance on your Xero quotes, with deposits coming soon. £16.79/mo after the trial — no card required.
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Set your follow-up cadence once and let it run on every SENT Xero quote. Here is how automated sequences and one-tap online acceptance actually work.