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.

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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.

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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

Quotes Security

Quotes at a Glance

Quote Header

Quote Footer Tabs

Quote List

Quote List Header

Quote Preview Pane

Quote Reports

Quote Status

Quote Stock Grid

Quote Stock Availability

Quote Comment Grid

Add a Quote

Add a Document to a Quote

Add Freight to a Quote

Add Stock to a Quote

Bulk Email from a Quote List

Create a Job from a Quote

Create Quote from Previous or Similar Quote

Create a Quote List

Create a Template for Recurring Quotes

Personalise Quotes

Print a Quote

Use Comments to Track Quote Progress

View or Edit a Quote