Description
You can export the quote to Excel and edit the data as needed. If you wish, you can select only certain rows for Excel export. The Excel file contains all the data in the row, not just the data visible on the screen.
Permissions: Quote
Versions: Free, Growth, Business, Enterprise, Enterprise+
Exporting the quote to Excel:
- Go to Projects > (Selected Project) > Sales > Quote.
- Select the rows of the quote one by one, or when you want to export all rows, select the check box above the lines.
- Click Export.
The selected row data of the quote opens in an Excel file.