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  1. Quotes - Import/Export ability

    197 votes

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    89 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    💫 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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    Nick Forman commented  · 

    Thanks Louw and Valerie,

    That's helpful and goes some way to meet our needs, but we also use the Quote Summary field to hold some important free-form text information and that doesn't seem to be available as a column on the report

    Nick Forman supported this idea  · 
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    Nick Forman commented  · 

    The ability to export a single quote to Excel or Word would be very helpful so that I can use the data to track the delivery of the service quoted.