Export a quote or proposal

You can download an Excel copy of the Quotation Center grid or an individual quote.

Export the Quotation Center grid

  1. Click Export at the top right of the grid.
  2. Select one of the follow export view options: 
    • Flat.
    • Collapsed - all rows is exported as they are displayed in the Collapsed view.
    • Expanded - all rows is exported as they are displayed in the Expanded view.
  3. The export is downloaded automatically.

Export a quote:

  1. Open the quote.
  2. Click Export .
  3. Select a Provider.
  4. Select the Format.
  5. Click Apply.

Export a quote's activity history:

  1. Open the quote.

  2. Click the Activity tab.

  3. Enter start and end dates to filter the history.

  4. Click Export .