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PREO Import

How to create a proposal using an import file

Zaid Akel avatar
Written by Zaid Akel
Updated over a year ago

PREO has an import feature on every proposal to add bulk line items and pickups. You can use this tool on a new or existing proposal. We recommend testing the import process with a small sample file before attempting to load a large deal. It's important that your import file is in the correct format before starting.

Steps to Use PREO Import

  • Tools

  • Import

  • Download Template

  • Complete Template

  • Upload Template

  • Complete Wizard

Step by Step video instructions

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