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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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    Max Latimer commented  · 

    Having the ability and freedom to produce quotes in excel utilising the formulae possibilities saves us time and gives flexibilities in our quote production, allowing us to set up item cards, track margin, amend product mark up etc - then once the quote is complete to then upload the end result to Xero would again be very efficient and allow the quotes to be tracked through Xero using its great features too.

    Max Latimer supported this idea  ·