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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.

Regarding @StaceyKleinschmit comment, there must be the same number of people failing to join Xero because of this lack of functionality as the number not leaving Xero because of the hugeness of the task of copying and pasting data.

I actually did pay to have all my data migrated to Xero by the hour and at a very reasonable rate.

It cost me £2000.00

Plainly we need this functionality. Xero works like a gold medalist sprinter until you realise it’s missing certain vital limbs…!

Don't understand why you can import an invoice and not a quote, surely they have the same info on them ? Please Xero add this function

Valerie's suggestion for exporting to Excel is excellent. It's a shame there is no facility to import the spreadsheet back into Xero. This is definitely something that Xero need to work on

Hi All, Those interested to export quotes to Xero can check out EXL Cloud, which has a quotes push workbook https://www.exlcloud.io/sign-up

Pricing starts at AUD 50 per month, allowing to push data for up to 5 Xero organisations. Any additional organisations will be billed incrementally.

Hi, we waste too many hours entering date in XERO every month. You can import an invoice but not a quote... Please add the features so we can keep using XERO. thanks

I have found external software Saasant that allows the importing of quotes, so i tis possible, however is another subscription we need to pay for.

This is essential to our business. It will determine if we can stay with Xero or need to move to other software

It is also useful to enable merging to a larger Word document, for example if I want to develop a quote that includes photographs and floor plans specific to a job. At the moment the only option is to print as a PDF, take a screenshot of the PDF, and copy that into the Word quote.

It is a must to have this feature, as we had to create another company to give user only access to certain funcions. Xero user access control does not allow us to control access to the level we need

We wanted to make the switch from Quickbooks but this is really holding us back. At the moment we are running both systems so we can decide if its worth manually creating hundreds of quotes so that we need to carry forward. All of our work is custom and each job is different. Sometimes jobs are planned for a year + before approved so we really need this data

This is super important!! without this function and whilst moving from another accounting software to Xero means the work to input every previous quotation for a company like mine would take weeks.

For clients converted from another accounting software package, with cloud convert for instance in South Africa, quotes doesn't get converted too.

So it is critical to be able to import quotes as the client needs it for ongoing business.

Having the ability and freedom to produce quotes in excel utilising the formulae possibilities saves us time and gives flexibilities in our quote production, allowing us to set up item cards, track margin, amend product mark up etc - then once the quote is complete to then upload the end result to Xero would again be very efficient and allow the quotes to be tracked through Xero using its great features too.

Having forward visibility/forecasting of sales (through approved quotes) is vital

Just moved from another system and very disappointed to learn that we cant import our old quotes onto Xero, we have imported all sales and purchase information so why not quotes? we rely on quote history so this is critical to us.

I would like to know if they are working in this capacity

As we convert quotes to invoices - this would save our company hours of data entry each month! Please consider Xero! :)

Click on Accounting/Reports
Scroll down to Payables and Receivables and select the Receivable Invoice Detail report
On the left hand side of the screen there is a menu or it may be hidden in which case click on >
The report "All Quotes Detail" is listed further down.
The report should appear and you can now select your date range. Then set the "Group by" to "Contact" and Update.
This should list all your quotes by Customer. Then export to csv.
Hope this helps.

Credit to Valerie

Really need this feature. I switched to xero from another software to make accounting easy, but the fact I can’t export quotes easily especially from my phone since I use it more than my laptop is the biggest let down. It’s needed especially if you want to reply directly to a customer by email or use a job platform like smata I need to upload a pdf directly through smatas website. Feels like a mission.