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Often, we hear customers say: “I didn’t know QuoteWerks did that."

We aim to deliver step-by-step instructions to guide you through actionable changes you can make to maximize the use of QuoteWerks.

"Is it possible to import from a CSV directly into a quote itself? (not into the product database). 

We are often mandated to maintain a spreadsheet of all items we are quoting for. This can often be very long.

When we finally get approval we will then convert the lines from the sheet into a QW quote. 

This takes AGES!

I'd love to be able to import into the quote from the spreadsheet (we can change the sheet layout to match any import function). 

Any ideas?"

You're in luck - Paste Special will speed this process up!

The Paste Special Wizard in QuoteWerks allows you to copy data from external sources and paste it as line items in your quotes. It supports retrieving information from the Windows clipboard or a text file.

1. Start the Paste Special Wizard by selecting the "Edit → Paste Special" menu option in QuoteWerks. You can choose to start a new session, use a pre-saved template for a one-step paste, or load settings from a previously saved template.
2. Select the source of the product information. You can either copy data from the clipboard or from a file. Named sources like the "TD Synnex Shopping Cart File" or "TD Synnex Search Result File" are also available.
3. You can specify the range of rows to import from the data, excluding any unnecessary rows.
4. The fourth step allows you to map the columns of data to the corresponding fields in QuoteWerks.
5. Optionally, in the fifth step, you can map additional fields with static values or define expressions for dynamic insertion of values.
6. Next, choose whether to append the imported data to the end of the quote or insert it at the current selection.
7. Lastly, you will have the option to save the settings as a template for future use.
8. Click "Finish" to import the products into your QuoteWerks document.

If you choose to pull product details from a product database, the Paste Special Wizard will automatically add items based on the manufacturer part number found in the selected database. If a match is not found, you'll be prompted to select a different database or proceed without product details.

Watch the Paste Special video on YouTube, where you will see Paste Special used in-action!

If you have any questions, call us at 407-248-1481 to speak with one of our representatives today, available 9AM-5PM Eastern, Monday through Friday. You can also email us at sales@quotewerks.com or contact your QuoteWerks Reseller. For international customers and technical support, click this link.

Thank you for your business!

Sincerely,

MaryGrace Adamson

Community Coordinator

Aspire Technologies, Inc. / QuoteWerks®