- Can I import a quote from a CSV file?
- Yes, currently you can do so with copy & paste. First, ensure that the columns of the CSV file are arranged - Quantity/Product/Price. In Inform start a Quote from the Sales Order screen as you typically would, by clicking Quote on the Header tab and navigating to the Detail tab. Copy the data from the CSV file and Paste into the first line of the Quote where you would typically type in a Product Number.
For more information see the following article Import a sales order from Excel
Note: In Version 20 and later, this process will be simplified with the addition of an Import Button.