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Exporting quotes
Exporting quotes

How to use export the details of your quotes in a customised .xls report.

Updated over a week ago

Details of your all quotes can be exported in an .xls format for use in external reporting and can be customised to allow you to report on a selection of quotes.

How to export quotes

You can use the same preset selections which you define to filter the view of your quotes to export with (see 'Filtering Quotes' for help).

When you save a filter view preset, this is also saved to the system for use when exporting quotes using the reports section. For further details on how to export and download quotes reports, see 'Using reports'.

You can also export quotes directly from the quotes dashboard using the 'Export Quotes' option from the drop drown menu on the main toolbar.

This option allows you to export only those quotes which you have selected using the tick box radials beside each individual quote. You can use the filter options to display the quotes you want to export and then select 'All' quotes using the top level tick box.

Or you can manually select only those quotes you wish to export.

Once you have made your selection, select 'Apply' and a .xls file will automatically be exported to your default downloads folder.

Let's take an example. 

So, you'd like to export a file based on all quotes that have been accepted.

You can choose the icon on the top menu bar to select 'Accepted' as a filter:

The quotes dashboard will now display only those quotes that are marked as accepted.

By clicking on the top level radial beside the quotes, all of these quotes will be selected.

Now, select the 'Export Quotes' function before clicking 'Apply'.

Your exported file will now be available in your downloads folder.

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