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Exporting Quote Lines to Excel
Exporting Quote Lines to Excel

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

Abby Whitwham avatar
Written by Abby Whitwham
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.


  • 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.

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