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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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    Paul Berry commented  · 

    Whilst I like some of the functionality you get from Quotes, like the ability to generate invoices straight from the Quote, it does fall short in many ways, like to stages, reporting is poor and the quote is very basic, which isn't so good when sent to clients.

    I was hoping to import from a CSV, or via an API link, an there has to be a way.