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  1. Quotes - Import/Export ability

    170 votes

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    81 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Sam Hammoud commented  · 

    Really need this feature. I switched to xero from another software to make accounting easy, but the fact I can’t export quotes easily especially from my phone since I use it more than my laptop is the biggest let down. It’s needed especially if you want to reply directly to a customer by email or use a job platform like smata I need to upload a pdf directly through smatas website. Feels like a mission.

    Sam Hammoud supported this idea  ·