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
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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       Milsted Langdon
    
 commented Milsted Langdon
    
 commentedThis would be really useful to have this feature, especially where using specialist software that generates Proformas to be able to import these would save a lot of hassle. 
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       Paul Skirrow
    
 commented Paul Skirrow
    
 commentedWhen I receive a quote by email from another Xero user I'd like to be able to import it to create a purchase order and/or a quote to one of my customers (with appropriate markup). I see that some documents from other Xero users CAN be imported so why not quotes which would be especially useful. Currently we have to copy/paste text which it is tedious, time-consuming and error-prone. 
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       Louise  Curry
    
 commented Louise  Curry
    
 commentedI have run the report suggested and not sure how that helps? 
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       Chris Anthony
    
 commented Chris Anthony
    
 commentedLike a lot of other people and google posts suggest. This has been requested for over 5 years now and nothing has been done to make this happen. 
 Xero obviously do not take these polls and request seriously!!
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       Chris Rogan
    
 commented Chris Rogan
    
 commentedYou're wasting your time supporting or voting for these - Xero do not give a flying f about anything unless it's accountant led. The automatic emailing of customer votes has been going on for over a decade, this ones only a young pup at a decade. They're not the Xero of old - time to look for alternatives. 
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       Carol Cockle
    
 commented Carol Cockle
    
 commentedThis is highly important for our client. His larger customers are requesting quotes in an Excel file instead of a PDF so they can directly enter the data into their system. He mentioned that all major businesses are now making this request. 
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       Kathy  Mitchell
    
 commented Kathy  Mitchell
    
 commentedThis is important - needed when transferring information from one xero account to another. Eg starting a new xero file for the same company, or someone selling their business as a going concern and needs to have all the outstanding quotes set up in the new owner's xero. 
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       Tasha Chambers
    
 commented Tasha Chambers
    
 commentedPlease develop this, would be so helpful 
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       Adrienne  Short
    
 commented Adrienne  Short
    
 commentedThis is so important when you are growing and creating a new sub company! The last thing I have time for is redoing items that already exist.... 
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       Angela Nicol
    
 commented Angela Nicol
    
 commentedThis would be so useful and time saving! Please introduce this! 
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       Craig Tarling
    
 commented Craig Tarling
    
 commentedPlease add this feature+ 
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       Jacques du Preez
    
 commented Jacques du Preez
    
 commentedPlease develop this feature, it will be most helpful 
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       Ryan Cushnaghan
    
 commented Ryan Cushnaghan
    
 commentedEven just to be able to copy columns of data between exel and xero would suffice 
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       Paula Macks
    
 commented Paula Macks
    
 commentedWould 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 Amanda Hubley
    
 commentedAbility 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 Paul Berry
    
 commentedWhilst 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 Tania Petrolo
    
 commentedI 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 Isabella Chartres
    
 commentedThis 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 Andrea Reynoso
    
 commentedPlease 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 lee McAulay
    
 commentedGeorge Padilla as a work around. Import the CSV as an invoice then copy it to a quote, then you can delete the imported invoice. 

