Estimating: Import and Export Spreadsheet

This section provides set up and procedural information to import and export spreadsheets to create Estimate requests with multiple products in iQuote, and then export the prices calculated in the Estimate.

You can map different types of spreadsheets in the iQuote system so you can reuse customer-provided information from a standard spreadsheet. You can also use spreadsheet templates to map different characteristics per product, and enable iQuote to capture the product information in different formats and spreadsheet designs through those template and other configurations.

Once you create a template and begin the import process, you can use the Request For Quote process to import the spreadsheet and review the information before creating Estimates. iQuote also provides tips about incomprehensible characteristics so you can change them. Once the review is complete, you can create an Estimate with one click, or create multiple Estimates or Estimate options from one or multiple spreadsheets.

After you create an Estimate, an Estimator reviews the information, makes changes as needed, confirms the cost and engineering, and then publishes the price, which updates the quote request. You can then export the calculated price in the Estimate into the same spreadsheet format you imported.

The Spreadsheet Export feature is beneficial both to companies with large quantities of data and to customers who want to send a spreadsheet to their printing provider to obtain all completed prices.

This section describes how to create new templates, how to create a new RFQ (Request For Quote), how to import a spreadsheet, and how to export the price once the Estimate is ready. This section also addresses the other tools that you can use to create and map spreadsheets to system data.