You can upload line items directly into an estimate by using the “Upload” button. To upload a list of line items, a correctly formatted .CSV file is required.

During the upload, you can decide whether the file you are uploading should “add to” or “replace” the line items that are already present in the estimate.

This feature allows you to bring in line items that were produced using excel or some other quoting system and easily add them to your Proposable estimate.

 


CSV Formatting Instructions: