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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.

170 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • Andrew Specht commented  ·   ·  Report

    Seriously can't believe we can't import spreadsheet items into Quotes. I have 400 items on a spreadsheet I need to quote and have to do this with copy and paste?

  • Sarah Gilroy commented  ·   ·  Report

    We are transferring from another invoice program so would really benefit from being able to transfer existing quotes to Xero making a smooth transition.

  • Adam Kingsley commented  ·   ·  Report

    Currently critical as margin is not displayed in the quote screen. Export/Import to Excel would allow a workaround allowing us to work the quote values in the spreadsheet and then import the finished result back into Xero.

  • Jason Webb commented  ·   ·  Report

    Also require the accepted date to be exported to analyse what we have sold month by month - please develop this as urgently required.
    An accepted quotes report is now available but still unable to select the report by accepted date range and the headers don’t match the data! E.g. the quote numbers have a header of invoice numbers. Seems half developed.

  • Emily Harvey commented  ·   ·  Report

    We require the export function to be able to import to our CRM system that runs alongside Xero, so this function is critical for us.

  • 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.

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