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Quotes - Import/Export ability

Ability to export and import quotes in Xero.

Purpose: Because putting quotes in/from a spreadsheet can make users better calculate future cash flow.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Angela Nicol commented  ·   ·  Report

    This would be so useful and time saving! Please introduce this!

  • Ryan Cushnaghan commented  ·   ·  Report

    Even just to be able to copy columns of data between exel and xero would suffice

  • Paula Macks commented  ·   ·  Report

    Would like to be able to import bulk quotes as we wish to use the quotes as a pro forma invoice to collect prepayment for services.

  • Amanda Hubley commented  ·   ·  Report

    Ability to export quote lines to Excel. This would enable checking and comparing subtotals. As well as sorting product codes on the quote for the number of products quoted. I would in the past copy what was on my screen and paste in excel but as the site gets more advanced this no longer works.

  • Paul Berry commented  ·   ·  Report

    Whilst I like some of the functionality you get from Quotes, like the ability to generate invoices straight from the Quote, it does fall short in many ways, like to stages, reporting is poor and the quote is very basic, which isn't so good when sent to clients.

    I was hoping to import from a CSV, or via an API link, an there has to be a way.

  • Tania Petrolo commented  ·   ·  Report

    I am doing a myob conversion and this is a vital part of the clients process. I will now need to enter manually

  • Isabella Chartres commented  ·   ·  Report

    This is a critical feature should clients be converting from an alternative software to Xero. There's no chance I or my client are sitting and entering sales orders/quotes manually (especially when there are hundreds!)

  • Andrea Reynoso commented  ·   ·  Report

    Please develop an import quote function as it is time consuming to import invoices and 'copy to quote'. Thanks =)

  • lee McAulay commented  ·   ·  Report

    George Padilla as a work around. Import the CSV as an invoice then copy it to a quote, then you can delete the imported invoice.

  • george padilla commented  ·   ·  Report

    not having the ability to import quotes/estimates into XERO in an absolute deal breaker. being able to upload quotes/estimates is must and your development team needs to make this feature available immediately.

  • Matthew Pappas commented  ·   ·  Report

    This is absolutely a must if we are going to switch to Xero. the ability to export estimates/invoices, etc. and upload into Xero is a must.

  • Paul Denwood commented  ·   ·  Report

    I would like to be able to export to Word, there are some estimates i need to add drawings, pictures and extra text boxes to quotes soemtimes

  • Richard Hallett commented  ·   ·  Report

    I would like to export a quote to excel. Currently quotes do not allow subtotals and exporting the quote to excel will allow me to create subtotals manually.

  • Andrew Specht commented  ·   ·  Report

    This is quite easy to get around now. Import the csv template into an invoice and then copy to a draft quote. Done! I'm not sure why they can't just add this Invoice import function to quotes but this works fine.

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