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 |