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Can you export quotes as a spreadsheet?

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Summary: 

Can you export quotes as CSV or XLSX file?

Platform: 

  •  Unleashed on Browser

Steps:

You cannot export individual quotes as a spreadsheet, unfortunately.

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

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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:

Additional Information:

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