Topic
Today will will look at exporting quotes and what that looks like.
Instructions
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!
Additional Information
For more info on Exports see here: How To Export Purchase Orders
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