How To Export Quotes

Who can use this?

Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Quoting


Today will will look at exporting quotes and what that looks like.


To get started:

  1. 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).

    Screenshot 2023-12-20 at 6.48.34 PM.png

  2. 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).

    Screenshot 2023-12-20 at 6.50.16 PM.png
  3. 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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