Overview

Immerse yourself in the next generation of quote management with MobiWork's revolutionary import and export features. By seamlessly importing and exporting quotes through MobiWork, you will unlock unparalleled efficiency and productivity gains, eliminating the need for tedious manual data entry.

With just a few clicks, you can effortlessly import and export quotes, freeing up valuable time to focus on growing your business. This comprehensive guide will walk you through accessing and harnessing the power of our importing and exporting features, propelling you toward newfound levels of operational excellence.

How to Access the Page

You can export and import quotes from the Quotes feature page. Simply select the desired option from the More Actions drop-down:

Import Quote

You can import quotes from your Excel document. Please note that to import the quotes correctly, the Excel document must be formatted in the correct manner (please see the image below for the correct headings and order):

You can use this method to upload multiple quotes at once.

Please note that:

  • Headers marked with an asterisk (*) are required.

  • Headers marked with two asterisks (**) are conditional and are required if specific criteria are met.

Once you have entered the quotes in the Excel document correctly, you can upload that document to MobiWork:

  1. First, access the Quotes feature page. Please see the Quotes List section for more information on how to access this page.

  2. When you are on the Quotes feature page, select the More Actions button and from the drop-down click on the "Import Quote From Excel" option:

  3. Upload your Excel file to the drag & drop feature and then click on the Import button:

  4. You will then be redirected to the Confirm Import page. Confirm your imported Excel file by hitting the Submit button:

  5. Once you are redirected to the Import Quotes Results page, click the Done button:

  6. The newly uploaded quotes from Excel will then be displayed in MobiWork with your other quotes.

Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.

Export Quote

You can also edit quotes in bulk through Excel; this process will enable you to update more than just the status of the quotes:

  1. First, you would need to select the desired quotes and export them to Excel. On the "List" tab, select the "Export Quotes to Excel" option from the More Actions drop-down:

  2. Once you have the exported file, you can make the changes directly to the Excel document:

  3. Once you are done updating your quotes, you can import the Excel file back into MobiWork. You can accomplish this by selecting the "Import Quotes from Excel" option from the More Actions drop-down on the "List" tab. For more information on how to import quotes, please see the Add Quote page:

    4. Note: Please note that if you would like to export all your entries into Excel you can click on the topmost checkbox (Multiple Selection Area). Likewise, if you do not select any entries ALL records will be exported.