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  1. Quotes - Import/Export ability

    126 votes

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    submitted  ·  61 comments  ·  For small businesses » Business features  ·  Admin →
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    Andrew Specht commented  · 

    This is quite easy to get around now. Import the csv template into an invoice and then copy to a draft quote. Done! I'm not sure why they can't just add this Invoice import function to quotes but this works fine.

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    Andrew Specht commented  · 

    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?

    Andrew Specht supported this idea  ·