Export Quotes

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Instructions

  1. Navigate to the Quotes page.
  2. Tick on the quotes you want export.
  3. Select the Export icon.
    Note: If no quotes are ticked, then all quotes in the select tab will be exported, e.g. if you are on the accepted tab and select the Export Icon, then all Accepted invoices will be exported.

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  4. From here this will generate and download a CSV file to your device.
  5. Open this file in excel or google sheets to filter the data as needed (see below for reference to what this will look like).

    Screenshot 2023-12-20 at 6.50.16 PM.png

Additional Information

For more info on Exports see here: How To Export Purchase Orders

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