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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Craig Tarling commented
Please add this feature+
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Jacques du Preez commented
Please develop this feature, it will be most helpful
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Ryan Cushnaghan commented
Even just to be able to copy columns of data between exel and xero would suffice
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Paula Macks commented
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.
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Amanda Hubley commented
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.
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Paul Berry commented
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.
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Tania Petrolo commented
I am doing a myob conversion and this is a vital part of the clients process. I will now need to enter manually
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Isabella Chartres commented
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!)
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Andrea Reynoso commented
Please develop an import quote function as it is time consuming to import invoices and 'copy to quote'. Thanks =)
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lee McAulay commented
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.
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george padilla commented
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.
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Jo-Anne James commented
Please add functionality
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Matthew Pappas commented
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.
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Sylvia Atkins commented
This would be great - please add importing to quotes
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Rebecca Richardson commented
Please could you add this function
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Paul Denwood commented
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
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Richard Hallett commented
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.
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Andrew Specht commented
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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Belinda Vaartjes commented
We want to be able to import Excel spreadsheets to create a Quote.
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lee McAulay commented
I find that writing in this forum is very similar to standing on the edge of the Grand Canyon and screaming at the top of you voice hoping someone will hear you.......I honestly don't know why clicked the vote button. Xero have and always will have there own agenda, take having Credit limits available through their API. crucial info for anyone using ERP/MRP software. This been on this forum for 4 years.....not even a response.