Client Quote Import

Users can now create a client quote import. The import columns resemble those in the client invoice report.

How to import Client Quote

Navigate to the “Imports” grid.

On the Setup screen, select “Client Quote” as the import type and then hit "Click here to download template", and then fill out the import spreadsheet

Client Quote Template

Reminder: The ID (Column A) must be left blank when creating new client quotes.

As highlighted below, the columns Word Order:1, Description, and Currency are mandatory fields. The user must fill in the necessary information, save it, and then proceed to upload it into the system.

The user can utilize the provided template below as a sample for creating a client quote. Just fill out the necessary information in Columns C to E and add a single line item in Columns M to S along with the reference number in Column F. This will make the process much easier and more organized.

After completing the import template, go back to the "Import" screen, select BROWSE to locate the import spreadsheet, and then hit UPLOAD.

On the Mapping screen, the user can verify if all the columns match. Once confirmed, hit “Save Mappings”.

The Client Quote should be immediately reflected on the work order upon a refresh of the page following a successful import.