Start a quote from a document
On the New Quote form press From a document, then drop, choose or paste your own quote (a spreadsheet, Word document, PDF or photo). Chip fills the form for you to check, and nothing is saved until you press Create Quote.
Contents
On the New Quote form press From a document, then drop, choose or paste your own quote. Chip fills the form; check it and press Create Quote.
Where: Quotes, New Quote
- Press New Quote. Beside Chip AI at the top of the form, press From a document.
- Drop the file on the area, press Choose a file, or paste cells or text into the box (on a phone, long-press the box and tap Paste).
- Wait for "Filled from the document" (a bar fills while Chip reads; a long sheet can take up to a minute). Check the client, description, line items, price and Terms.
- Press Create Quote.
Watch out: nothing is saved until you press Create Quote. If the form filled wrongly, press Undo and every field goes back.
What it reads
| Your document | How |
|---|---|
| Excel or Google Sheets (.xlsx, .csv) | Drop or choose the file, or copy the cells and paste them |
| Word (.docx) | Drop or choose the file |
| Drop or choose the file | |
| Photo of a printed quote (JPEG or PNG) | Choose it, or take one on your phone |
| Text from an email | Paste it |
Up to 10 MB. An old .xls or .doc file needs saving as .xlsx or .docx first. In a Word document, the page header and footer and any text boxes are not read: keep the quote's lines in the page itself.
What fills in
- Client: a client already in Chippie is chosen when the name matches. Anyone else is filled in as a new business client for you to finish. A document that names no client leaves the client for you to pick.
- Description: the quote's title.
- Line items: every line with its quantity, unit and size, under its section headings. Optional extras become optional items (see Creating your first quote).
- Price: a quote with one total becomes a Lump sum with that price; a priced list stays Priced per line. A section your document prices once but charges several times ("3 times yearly") has its quantities multiplied.
- Prices are: set to Excl. tax when your document adds the tax to a subtotal, and to Incl. when it says its prices include tax, so your prices keep their figures.
- Terms: your remarks, exclusions and payment terms.
- Notes: the file's name and your document's own reference number, private to you.
A unit Chippie does not list, such as "Per Drawing", stays as you wrote it.
If your lines are numbered and Chip could not read some of them, the message under the drop area names them, for example "Lines 12, 14 were not read". Add those lines from your document before you press Create Quote. If the lines Chip read don't add up to your document's total, the message says so and quotes that total: check the quantities and prices (a spreadsheet's own total can be out of date too).
Your original file
The file you dropped or chose is saved on the new quote under Attachments: in the Notes card, private to your business. Your client never sees it. Pasted cells are not kept.
Starting a quote from a document is included with an active subscription.