Importing quote line items in bulk
Let's save time on quotes! If you have a lot of line items you want to save and reuse, you can upload them all at once to your saved items library. All you need is a CSV file.
In this article:
Note: You can also save line items one at a time from your existing quotes.
Importing a set of line items
Step 1. Add a quote section to your page. In any Text block, click the + widget adder or type /, then choose Quote section. You can also use the + Add block menu to pick a quote preset, which gives you a ready-made starting point.
Note: Quote sections can't be added to Accept blocks or Agreements.
Step 2. Set your page currency. Saved line items take on the page's currency when you add them, regardless of the currency they were saved in.
- In the top right corner of the editor, click the ⋮ (more options) menu next to the Share button.
- Select Page currency.
- Choose your currency from the list.
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Optionally, choose whether prices show decimal places.
Note: Currency is now set once for the whole page, so every quote on the page uses the same currency.
Step 3. Open your saved line item library.
- Click the + button at the bottom of your quote section.
- Under Line item, select Saved line item.
Step 4. In the top right corner of the library, click Upload CSV, then choose your file. Your file must be saved as a .CSV. Excel (.xlsx) files can't be uploaded.
Note: It's important to format your CSV file so Qwilr can read it. You can start with the example file below and update it with your own line items.
If you're formatting your own CSV file, make sure your column titles are exactly:
- Description
- Quantity
- Cost Per Item
- Unit Name
- RecurringFrequency (if you have any recurring charges)
Enter Cost Per Item as a plain number, without a currency symbol (for example, 1.25, not $1.25). Values with a currency symbol won't import.
The upload is quick. As soon as you've added your CSV, the new items appear in your saved line item library. Recurring lines show their billing frequency, and volume-priced lines show their pricing tiers.
Supported frequencies:
- Blank for one-off charges
- weekly, fortnightly (every 2 weeks), monthly, quarterly and yearly
- Not currently supported: every 6 months, every 2 years, every 3 years
Volume pricing: Volume pricing was previously called variable pricing, and volume cost items were called variable line items. Volume pricing supports unlimited tiers. Tiers no longer have their own unit name.
Adding a saved item to a quote
- Click the + button at the bottom of your quote section.
- Under Line item, select Saved line item.
- Click each item you want to add. You can add as many as you like.
- Click Add Line Items in the top right corner.
Note: Some line item settings are saved but aren't shown in the library. They still apply when you add the item to a quote:
- Taxes attached to the line item (this works the same way as line item discounts)
- Renamed column headings
Removing saved line items
- In any quote section, click the + button and select Saved line item to open your library.
- Hover over the item you want to remove.
- Click the trash can icon on the right of the line.
Have questions? Our Support Team is here to help! Contact us at help@qwilr.com.