Export a Quote to Spreadsheet |
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There are two ways you can export a quote report to a spreadsheet. 1.With the quote open, select the appropriate report in the ribbon, then select Print. In the Print dialog box, change to Export and select the Xlsx Report File in the Type field. This can then be saved locally. ![]() 2.With the quote open, select the appropriate report in the ribbon, then select the Excel icon beside it. This will show each report pipeline in a separate sheet, ie. Quote, Quote Comments, Quote Stock, Quote Address, etc. ![]() You can use the Excel icon to produce reports directly to Excel. Permission for use of this is based on security since it accesses the report for the information.
Further information Create Quote from Previous or Similar Quote Create a Template for Recurring Quotes |