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Can you export quotes as a spreadsheet?



Can you export quotes as CSV or XLSX file?


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You cannot export individual quotes as a spreadsheet, unfortunately.

Although, you can utilise the View Quotes page to export the filtered list of quotes.


The Export can also be actioned in a CSV/XLSX format. 

You can utilise the Quote Enquiry Report by going to Reports > Sales > Quote Enquiry.

This will then allow you to select the range of Quotes that you would like to export via CSV/XLSX:

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