Export – Quotes

You can export Quotes under Settings > Import / Export (Administrators only).

Things to know:

  • Individual items and item attachments 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).

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 2016-12-01 23:00:00
Expiry date 2016-12-01 23:00:00