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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.

Using SharePoint in the business. I can load a csv file to SharePoint from the excel quoting system easily and get notifications when one arrives in sharepoint. I can upload a quote to xero but only as an invoice not as a quote. huh?
A work around is to upload the csv as an invoice. save as quote in xero then delete original uploaded invoice.
I want to be able to upload the csv as a quote directly and not have to go the invoice route

Thanks Louw and Valerie,

That's helpful and goes some way to meet our needs, but we also use the Quote Summary field to hold some important free-form text information and that doesn't seem to be available as a column on the report

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

The ability to export a single quote to Excel or Word would be very helpful so that I can use the data to track the delivery of the service quoted.

Export a Quote to Excel.
Some documents (like Bills) in Xero you can simply highlight the text on the screen and copy and paste to excel. Sadly this is not the case with Quotes. Especially on quotes that have many line items it would be great to be able to pull it into Excel to check things and make notes and sort columns.

transferring clients from other software who have lots of current quotes that need to be transferred

Hi David, See my post below (20 Oct) re: running reports on Quotes. It is possible to get this information out of Xero into a spreadsheet.

This would save me days of work for every project.

At the moment Im copying and pasting each field of each line of each quote into excel.

It's necessary because I need Xero to correctly identify quote lines so clients get invoiced without error. I need excel to calculate what proportion of a quoted price has been supplied and therefore is chargeable. And many other details.

I moved from Zoho to Xero because Xero said they had a full CIS system working with HMRC (UK)

I discovered that Xero isn't really as mature as Zoho in many ways, though the simplicity and speed of use is attractive.

Xero do seem very slow on dev, and seem to be mostly interested in picking up trade from small retailers and the like. Nothing even slightly unique...

yes please this feature would really help

Please add the facility to import Quotes. This would save hours of work.

Works like a bomb thank you

Why it gets hidden here - no one knows?.... - is it really an account receivable if it is only a quote.....? and yeah I understand cash flow possibility and projections..

Hi Louw,
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.

@ Valerie Hague

It is possible to run a Receivable Invoice Detail report, click on the "minimise" to reveal the left hand side menu and there is an "All Quotes Detail" report. This can then be sorted by Contact and exported to Excel.
Still need the import facility though.

Please elaborate. I cannot do what you are explaining....?

@Valerie Hague - this is a great suggestion. The only time I have seen quote data exported. Thank you for helping us more than Xero!

It is possible to run a Receivable Invoice Detail report, click on the "minimise" to reveal the left hand side menu and there is an "All Quotes Detail" report. This can then be sorted by Contact and exported to Excel.
Still need the import facility though.