Whilst you can create individual Sales Quotes directly in your account, go to the main menu and select Sales > Quotes > Import Quotes to create multiple Sales Quotes at once, using a CSV template.
The Import Sales Quote template can only be used to create new Sales Quotes; it cannot be used to update or edit existing Sales Quotes. And the Sales Quotes created via an import will be created in Draft status.
Prerequisites for importing Sales Quotes
To create a Sales Quote via CSV import, you first need to ensure the following conditions are met:
"Sales Quotes" is enabled in your account, under Settings > Company > Configuration.
The customer being quoted exists as a customer record.
The products and services being quoted exist as products in your inventory.
The Quote Number being imported does not already exist, including for deleted Sales Quotes.
Sales Quote role permissions
Determine which users can import Sales Quotes by enabling the "Import Sales Quote" role permission. The user's role will also need to be enabled for "Sales Quote" if they need to make any further edits to the Sales Quote after it has been imported.
🤓 Tip: Review the Data Import Checklist and Troubleshooting Import Errors articles to help ensure a successful import.
Import Sales Quotes
To create new Draft Sales Quotes using a CSV template:
From the main menu, go to Sales > Quotes > Import Quotes.
Select Download Sales Quote Template.
Enter the following required details, per Sales Quote, in the columns provided in the downloaded CSV template:
Quote Number
Customer Code
Line Number
Product Code
Quote Quantity
Enter any further details known for each Sales Quote in the template's remaining columns, see Import Sales Quote field definitions.
Return to the Import Quotes page and upload the CSV file in the upload tile displayed.
Monitor the import's progress through the task manager icon found in your account's banner:
Orange circle: Import is in progress.
Green tick: Import has successfully uploaded.
Red cross: Import has finished but has failed.
Once the import is completed, an email will be sent to your user address to confirm the import's status. If the import fails, this email will provide details as to why, so you can troubleshoot the issues and re-attempt importing.
🤓 Tip: Limit each CSV template that's imported to 1000 rows of data.
Frequently asked questions
Is there an option to download a single SO as a CSV file?
Is there an option to download a single SO as a CSV file?
Individual Quotes cannot be exported into a CSV directly from the Sales Quote's page, or the Import Quotes page, but you can head to Reports > Sales > Quote Enquiry, and using the "Sales Quote Number" filter, filter the report for a specific Sales Quote, then export it to a CSV.