We'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. 
