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  1. Quotes - Import/Export ability

    171 votes
    82 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    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…

    An error occurred while saving the comment
    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  ·