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Please could you add this function

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

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.

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.

We want to be able to import Excel spreadsheets to create a Quote.

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