Export – Quotes
You can export Quotes under: Settings > Import / Export.
Things to know:
- Attachments are not included.
- Draft Quotes are not included.
- ‘Last changed’ 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).
- 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 |