The importer gives you all the tools to pull in a spreadsheet and display it as custom lines in your quotation. This is designed to cut down manual entry and make it quicker to pull custom blinds into your quotes.
- Import your file
To start using the importer, enter a quote and click on “Importer” from the left menu. Click “Import Products” then choose the “Lutron” module. Browse for the file to import and select the file. Finally, click “Import”.
- Choose which lines to add to the quote
Now you’ll see all of the lines from the spreadsheet on WeQuote. Here you can assign an area to each. The last step is to select which lines to add to the quote – do this by clicking the Green Plus button beside each line which you would like to add.
