Overview
The Quote export workflow lets you download selected Quotes individually or in bulk. You can optionally include Client/Customer Details and export the file in .XLSX or .CSV format.
Before You Start
You need access to the Quote area and the Quotes you want to export.
How to Export Records
- From the left navigation menu, select Quote.
- Use the checkboxes to select Quotes individually or in bulk.
- After selecting the Quotes, click the export icon in the top-right corner.
- Select the Include Client/Customer Details checkbox if you want the Client/Customer information included in the export.
- Select Export File as .XLSX or .CSV to download your file.
Tips and Things to Know
- Quotes can be selected individually or in bulk before exporting.
- Include Client/Customer Details only when you want Client/Customer information added to the export.
- The available export formats are .XLSX and .CSV.
Frequently Asked Questions
Yes. Use the checkboxes to select multiple Quotes before clicking the export icon.
Yes. Select the Include Client/Customer Details checkbox.
You can export the file as .XLSX or .CSV.