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).
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: