Settings and activity
2 results found
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177 votes
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…
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Peter Wilkins
supported this idea
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26 votes
An error occurred while saving the comment Peter Wilkins
commented
Our quotes to our main client involves submitting 3 different costs from our suppliers for the same or very similar services. These costs might have different delivery times or slightly different specifications. Then client then selects one of the costs and instructs.
Is there a way of setting up the quote template to give 'options' rather than a list of items, so the options don't add up to the total quote value ? Only one of the options would be instructed
We don't want each cost within a quote as showing as a separate quote item as this will show each quote as approx. x 3 the potential job value.
The client doesn't want 3 separate quotes as they like being able to compare the quotes on a single document.
Could you design a solution for this ?
Peter Wilkins
supported this idea
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yes please this feature would really help