Importing and Exporting Spreadsheets

The Import and Export feature is present in iQuote as a way to make it easier for the administrators to perform some tasks, such as creating multiple estimates, or to allow them to manage their information in a different way than the one made available by default in the platform.

Note: This section was written for contexts where the iQuote system has already been preconfigured and it’s necessary only to add the functions specific for this particular scenario. If the system is not set or there are doubts about its records or functions refer to the iQuote user guides, the Online Help or reach out to our support team.