Settings and activity
4 results found
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130 votes
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Maria Duran
supported this idea
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121 votes
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Maria Duran
commented
We are evaluating other options because it is critical for our company.
Maria Duran
supported this idea
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126 votes
Maria Duran
supported this idea
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183 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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Maria Duran
commented
I would like to know if they are working in this capacity
Maria Duran
supported this idea
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I need this option, it is very important for my organization.