How to Import Customer Quote?

Sequence > Left Navigation Bar > Sales > Quotes

  1. Follow the above-mentioned workflow to land on the Customer Budget grid.
  2. Click the Import quote button located at the top-right of the grid.
  3. From the Import quote popup, click the Add a Document button. Doing so opens your system to choose the file you want to import data from.
  4. Once selected, click the Add quote button.