Today will will look at exporting quotes and what that looks like.
To get started:
- Head to the 'Quotes' page > Then select the quotes you want or select all for a full export > After that click the 'Export' button(down arrow into box) in the top right corner(See below for reference).
- From here this will generate a CSV file and place it in your downloads > This will be best viewed/edited from excel or google sheets(see below for reference to what this will look like).
- All done, now you can review this data as needed!
For more info on Exports see here: How To Export Purchase Orders