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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.

164 votes

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

    A necessity for pipeline forecasting. I'm bewildered that every other item type (bills, invoices, contacts) can export to CSV, yet quotes can't.

    And while you're at it, the ability to import quotes too!

  • Robert Brouder commented  ·   ·  Report

    get on it - its an export - which is good for meetings and for forecasting

  • Russell Bewsell commented  ·   ·  Report

    This is an essential feature of almost all other accounting software. The basic requirement to export quotes for analysis. I'm flabbergasted that Xero hasn't added this basic feature.

  • Louw VAN WYK commented  ·   ·  Report

    It is a must have functionality, any business person wants to see quotes and what was quoted for in an excel format with the prices that was quoted - it is plain common logic. Why it is still a discussion I simply do not know...

  • Vince Camera commented  ·   ·  Report

    Extremely valuable to analize pipeline forecasts and budget stratergies

  • Elizabeth Nikias commented  ·   ·  Report

    Clients sometimes change structures and sometimes new Xero files. They would like to be able to export all their quotes into their new Xero file to track the history.

  • Andrew Spencer commented  ·   ·  Report

    I used to copy and paste data from the original quote format to create labels for larger orders; with the new format the data is unusable in Excel. The old format looked the same as the invoices and purchase orders screens and made more sense in my opinion.

  • David Atkins commented  ·   ·  Report

    Does Xero follow this list at all? It feels like product development has stopped completely.

  • Jo Gorkic commented  ·   ·  Report

    100% vote for this feature. Can't believe it isn't an option.

  • Chris Newberry commented  ·   ·  Report

    The ability to import a csv into a quote would be a great asset within Xero.

    Some of our customers are quite specific in how they want their quotes set out & send us the csv, but we cannot get it into Xero, unless it's an invoice !

  • Jake Leslie commented  ·   ·  Report

    Hello, we would definitely value the capacity to export all outstanding quotes or invoices to a CSV file. Please consider this functionality.

  • Scott Coles commented  ·   ·  Report

    Yeah, this would be awesome. All the data is there. Please create a report. At the moment I'm copying and pasting then formatting. It's cumbersome. Please add this.

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