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📖 Fundamentals

  • Clerk Quotes App: General
    • Managing Quotes
    • Quote Elements
    • Quote Statuses
    • Customizing Quote Mockups
    • Importing Fixed Price Items from CSV/Excel
    • Applying Taxes and Discounts
    • Creating Quotes from Multiple Companies
    • Custom Quote Numbering
    • Sharing and Exporting Quotes
    • Creating Invoices from Quotes
    • General Settings
    • Jira Permissions to Access Quotes
    • Monthly Quote Cash Flow
    • Clients Report
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  1. Help Center
  2. Fundamentals
  3. Clerk Quotes App: General

Importing Fixed Price Items from CSV/Excel

How to Import Invoice or Quote Items from CSV/Excel in Clerk

🍿 Related Video Tutorials

Clerk Quotes allows importing fixed price items from CSV/Excel.

Since the Clerk Quotes imports fixed price items exactly the same way as the Clerk Invoices app, please refer to the corresponding Clerk Invoices article.

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Customizing Quote Mockups
Applying Taxes and Discounts
→

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