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
|Quote title||Quote for fancy dinner party|
|From name||Joseline Appleseed|
|For name||Dinner Parties Inc.|
|Amounts entered||Including tax|
|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|