To export your quotes, you will first need to access the "List" tab. Please see the Quotes List section for more information on how to access this page.
From this page there are several different ways that you can export your quotes into a PDF file or Excel file:
Export into PDF
- Once you click on the Quote ID, you will be directed to the View Quote pop-up window. From this window you can click on the Individual Actions and from the drop-down select the "Export Quote to PDF" option:
Right-click the selected quote and select the "Export to PDF" option from the drop-down.
Click on the Individual Actions under the "Actions" column and select the "Export Quote to PDF" option from the drop-down.
Export into Excel
- To export multiple quotes into an Excel file, click on the More Actions button and from the drop-down select the "Export Quotes to Excel" option.
To export a quote into a PDF file, you will need to first be on the "List" tab. Regardless of the method that you choose:
- Exporting the quote through the View Quote pop-up window:
- Right-clicking and selecting the "Export Quote to PDF" option from the drop-down:
- Or using the "Export Quote to PDF" option from the Individual Actions button:
To export this file from the "List" tab:
Select the quote that you would like to export to Excel:
Please note that if you would like to export all your quotes into Excel you can click on the topmost checkbox (Multiple Selection Area) located in the "List" columns:
Click on the More Actions button and from the drop-down menu select the "Export to Excel" option:
The Excel file will automatically download, and you will be able to locate it in your computer's Download folder.
This export will display the basic quote data (e.g., Quote ID, customer, expiration date, quote price, etc.) in an easy-to-read format. You can then use Excel to easily navigate through your company's quotes:
