Uploads

Uploading allows you to load and update structured data in QuoteLogic.

This includes:

  • Pricelist (products and pricing)
  • Support Rules (support logic)
  • Fine Print (terms and conditions)

How Uploads Work

All uploads are handled from the same location:

Tools → Upload

Each upload replaces the existing data for that file type.

  • Uploading a Pricelist replaces your current product catalog
  • Uploading Support Rules replaces your current rules
  • Uploading Fine Print replaces your current terms

QuoteLogic does not merge uploaded data. The uploaded file becomes the new source of truth.

Supported File Types

Depending on the data type, QuoteLogic supports:

  • .json
  • .csv
  • .xlsx

Refer to each Configure page for exact file formats and required fields.

Upload Workflow

A typical workflow:

  1. Download the template for the data type
  2. Add or update your data
  3. Upload the file through Tools → Upload
  4. Verify changes in the application

To make updates, modify your file and upload it again.

Data Consistency

Uploaded data is immediately available throughout the application.

  • Changes apply to new quotes instantly
  • Existing quotes retain their previously saved data

This ensures consistency while preserving historical accuracy.

Next Steps

  • Configure Pricelist
  • Configure Support Rules
  • Configure Fine Print