Bulk Add External Quotes

Last updated: November 5, 2025

Use this guide to upload many customer quotes to Peerbound at once. You’ll enter quotes in Peerbound’s Bulk Quote Upload Template and share the completed copy with your CSM for a one-time bulk import.

TL;DR (Quick Steps)

  1. Open the Bulk Quote Upload Template (read-only).

  2. Make a copy to your workspace (File → Make a copy).

  3. Fill in the required columns exactly as specified below and in the spreadsheet.

  4. (Optional) Add the extra columns if you have them.

  5. Share your completed copy with your Peerbound CSM.

  6. Peerbound confirms and uploads the quotes in bulk.

Required Columns (must be present and populated)

  • account_name
    The customer account name. Ideally exactly matches your CRM’s account name to ensure clean linking.

  • contact_first_name
    The contact’s given name (e.g., “Ava”).

  • contact_last_name
    The contact’s family name (e.g., “Johnson”).

  • date
    The quote date. If unknown, use today’s date.
    Must include day, month, and year (e.g., 2025-11-05 or 05 Nov 2025).

  • approval_setting
    One of:

    • Approved - Public — Reps may share publicly.

    • Anonymous — Reps may share, but no names or identity.

    • Do not share — Internal reference only; not shareable.

  • quote
    The exact text of the quote. Keep it as said/written; avoid adding attribution or metadata here.

Optional Columns (recommended when available)

  • contact_email
    Helps Peerbound link the quote to the right CRM contact (e.g., ava.johnson@peerbound.com).

  • contact_title
    Peerbound attempts to enrich this from LinkedIn. If the contact’s profile isn’t public or there are duplicates, your value will be needed.

  • source_link
    A URL shared with reps in Slack/email (e.g., the original post, PR, customer blog, or branded slides).

Data Entry Rules & Tips

  • Date format: Use clear date formating. MM/DD/YYYY is preferred.

  • Approval setting: Must be exactly one of the three values listed above.

  • Account naming: Match CRM spelling/case/punctuation when possible (e.g., Peerbound, Inc. vs Peerbound Inc).

FAQ

Q: Can I add new columns?
A: Please don’t rename or remove the standard headers. If you need extras, add them to the far right; Peerbound will ignore unknown columns.

Q: What if I don’t know the date?
A: Use today’s date.

Q: How long can a quote be? Can it be a multi-line quote?
A: Reasonable paragraph length is fine. Yes you can use multi-line quotes but try to avoid very large chunks of text as this will not fit well on the content exports. For multiple distinct ideas, split into multiple rows.

Q: How do I update or retract a quote later?
A: Once uploaded to Peerbound, you can manage the approval status, edit, or delete quotes yourself.