Quotewerks Tip of the Week – Exporting Quotes to Excel

By Patricia Egen • March 29th, 2018

Patricia Egen Consulting Fast TipsWe’re starting Quotewerks Tip of the Week blog posts and today’s is about a trick a lot of people may not realize exists. Quotewerks has so much power it’s easy to not know every single feature or nuance.

A client wanted to be able to export Quotes to Excel so they could import them into their Accounting system. No problem.

When in a quote, click on Tools – Export to Microsoft Excel. You can then pick which fields to pull into Excel. I chose them all just in case.

Here’s a couple of images of this neat trick.  Client was thrilled. It’s the little things in life. 

 

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