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.
AdminXero Team
(Admin, Xero)
shared this idea
Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.
Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.
We'll make sure to update everyone through the idea here if there's any plans made for this functionality.
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Chris Newberry
commented
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 !
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Antonio Mendes
commented
It is quite important that we have this functionality.
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Terry Bluck
commented
Hi, Yes please add this feature.
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Jake Leslie
commented
Hello, we would definitely value the capacity to export all outstanding quotes or invoices to a CSV file. Please consider this functionality.
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Scott Coles
commented
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.