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Importing line items in to a quote

Hi all


Is it possible to import from a CSV directly in to a quote itself? (not in to the product database). 


We deal with Frameworks here and we are often mandated to maintain a spreadsheet of all items we are quoting for. This can often be very long. When we finally get approval we will then convert the lines from the sheet in to a QW quote. 

This takes AGES!


I'd love to be able to import in to the quote from the spreadsheet (we can change the sheet layout to match any import function). 


Any ideas?


Olly


1 Comment

Take a look at Paste Special.


This was the catalyst for one of my prospects taking on QuoteWerks.

They would often get 100+ lines that needed adding to QuoteWerks.

Once they'd done it once for SupplierX's format (mapping the columns), it then took only a couple of seconds.


This video is very detailed:

(56) QuoteWerks Paste Special - YouTube

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