Settings and activity
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170 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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Janelle Egitto
commented
This is essential to our business. It will determine if we can stay with Xero or need to move to other software
An error occurred while saving the comment Janelle Egitto
commented
As we convert quotes to invoices - this would save our company hours of data entry each month! Please consider Xero! :)
Janelle Egitto
supported this idea
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I have found external software Saasant that allows the importing of quotes, so i tis possible, however is another subscription we need to pay for.