Export – Quotes

You can export Quotes under: Settings > Import / Export.

Things to know:

  • Attachments are not included.
  • Draft Quotes are not included.
  • Dates and times are formatted as YYYY-MM-DD HH:MM:SS and are exported in your timezone (the timezone of the person currently signed in).
  • If you have several years of data, quotes will be downloaded by year*.

*Note: The download includes all quotes sent in this year. The download will not include quotes that were accepted in this year if they were created in a prior year.

Also, see how to export Price Items on Quotes.

Quotes – CSV file explained

Field Sample value
Quote number 12345
Quote title Quote for fancy dinner party
From name Joseline Appleseed
For name Dinner Parties Inc.
Total value 999.00
Currency USD
Amounts entered Including tax
Overall discount 10
Quote status Accepted
Last status change 2016-12-01 23:00:00
Sent when (quote date) 2016-12-01 23:00:00
Expiry date 2016-12-01 23:00:00