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
💫 Thanks everyone for sharing your feedback here and for continuing to support this idea.
We know the conversation on this has been building over time, and we really appreciate everyone who’s taken the time to add their vote and explain how this would help in day-to-day work.
We’ve reviewed the idea and are updating the status to Gaining support so it can stay open for votes and comments from the community. Please keep sharing and supporting the idea so we can continue to gauge community interest. If you’d like to add more detail on how this would help your workflow, that context can be especially useful for our product teams as they review the ideas customers care most about.
Thanks again for taking the time to share your thoughts and support here.
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Elizabeth Nikias
commented
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.
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Andrew Spencer
commented
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.
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David Atkins
commented
Does Xero follow this list at all? It feels like product development has stopped completely.
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Jo Gorkic
commented
100% vote for this feature. Can't believe it isn't an option.
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Chris Newberry
commented
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 !
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Antonio Mendes
commented
It is quite important that we have this functionality.
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Terry Bluck
commented
Hi, Yes please add this feature.
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Jake Leslie
commented
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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Scott Coles
commented
Yeah, this would be awesome. All the data is there. Please create a report. At the moment I'm copying and pasting then formatting. It's cumbersome. Please add this.