How to import products and export an Excel Quotation? | Quote Manager CPQ

How to import products and export an Excel Quotation from D365? | Quote Manager CPQ | Microsoft Dynamics 365

08 Nov How to import products and export an Excel Quotation? | Quote Manager CPQ | Microsoft Dynamics 365

Posted at 17:23h in Configuration Price Quote, Microsoft Dynamics 365, Sales by Anastasia

Creating quotes in Excel format is particularly useful for resellers, distributors, and manufacturers who frequently need to share and distribute product information with partners.

Quote Manager CPQ makes it easy to generate and export quotes directly in Excel from Dynamics 365 CE, allowing for a flexible, accessible format that can be quickly shared, imported, or customized as needed.

In this post, we’ll explore how to make the most of Excel spreadsheets in your quoting process using Quote Manager CPQ.

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Exporting a Quote in Excel format

Generating a quote in Excel format within Quote Manager is simple and intuitive:

1. Simply click the button at the top of the Quote Header

2. Once generated, the Excel file can be:

Downloaded: Save the file locally and share it manually with your clients or partners
Emailed with Attachment: System automatically create and open a draft email with the Excel quote attached

The Excel Quote produced by Quote Manager is structured for clarity and professionalism.

As you can see in the example, there’s a header section with key information from various quote fields, followed by a list of quote line items. Product images are also included, providing a clear, visual representation of each item.

Pasting Excel items into the Search Grid

Another time-saving feature of Quote Manager is the ability to paste Excel items directly into the search grid. This allows you to quickly add products to your Quote Grid from existing Excel sheets without retyping everything, speeding up the quoting process and improving efficiency.

For example, you can copy a list of product codes from your Excel quote

When pasting from Excel, spaces between Product Codes are automatically handled, and they are neatly inserted into the search grid.

Press Enter, then Quote Manager will instantly display all matching products.

If the product code you search for doesn’t exist in the database, Quote Manager will flag any product codes it couldn’t find, ensuring you don’t miss anything.

Importing Products into Quote Manager with CSV Upload

For companies with extensive product catalogs, Quote Manager’s Import CSV functionality is invaluable. This functionality allows you to import thousands of products at once, saving time and ensuring accuracy.

Simply click on “Import CSV” button

Then, Upload your CSV file

Once imported, the Quote lines will be automatically updated and displayed in the Quote Grid.

This feature is ideal for distributors and manufacturers who need to update their quotes frequently and ensure accurate, up-to-date product information.

Importing products in bulk saves time, reduces manual entry errors, and allows resellers to quickly integrate your product list into their systems.

Benefits of Having Excel Quote Feature

Excel quotes created through Quote Manager CPQ provide a range of benefits for manufacturers and distributors who work with resellers:

Reducing Data Entry: Clients can upload product lists in bulk, saving time and minimizing errors.

Essential Product Details: Quotes include descriptions, codes, quantities, and images, allowing resellers to understand and manage inventory effectively.

Flexible Pricing Options: You can specify either cost or sell prices, depending on your pricing model, enabling seamless integration with resellers’ quoting systems.

Conclusion

Whether you’re managing a few dozen products or thousands, Quote Manager CPQ simplifies the process. An ideal tool for manufacturers and distributors, help manufacturers and distributors to efficiently manage product information and keep resellers informed with accurate, up-to-date data.