Skip to main content

Exporting Quote Lines to Excel

This article explains the process of saving Quote Lines from the CRM to Excel.

Updated over a week ago

There may be scenarios where you need to export Quote Lines to Excel for further analysis. This guide will detail the process of exporting this data.

Prerequisites

  • You'll need the Export Lists permission to be able to do this - a CRM Organisation Admin can configure these permissions in User Management

Step 1: Open a Quote

Step 2: Click the three dot menu

On the Products section showing Quote lines, click the further options menu (three dots) and choose 'Save to Excel' from the drop-down.

Once selected, a popup will appear letting you know that your file is being prepared!

HINT: If you wish to import Quote lines back into a Quote, follow the above steps but choose "Import products" from Excel/CSV from the further options menu instead. This will add the imported lines into the Quote but won't delete pre-existing Quote lines.

Did this answer your question?