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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.

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?

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

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.

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.

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.

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!

get on it - its an export - which is good for meetings and for forecasting

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.

Please add this important feature.

Exactly what Louw said! Please!

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...

Extremely valuable to analize pipeline forecasts and budget stratergies