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Exporting Sales Quote Data


QuoteCloud allows you to export your sales quote data by clicking the Export Quotes Table button and downloading a CSV file which can be used directly in Excel.

Simply, click on the Export Quotes Table button on the lower right corner of the Sales Quote Dashboard to create an export file of your sales quote summary data.

You may wish to do this for several reasons. You might simply want a backup of your data held locally on your computer. You may want to perform some advanced reporting based on the sales quotes sent and their status - for example you could easily chart how many sales quotes are sent each month and what their current state is, providing you with a sales quote conversion ratio.

In addition if you are a manager you may want to track performance of your team by building a report on sales quotations sent out per consultant. There are huge numbers of reports and charts you could generate from this data which will provide meaningful management reporting.

Related User Guide Topics

Bulk update Sales Quote Status to Lost
11 Mar 2021
When a Sales Consultant is very actively and sending many sales quotes to customers, the Sales Quote Dashboard can quickly become full of sales quotes that have not eventuated in a successful sale.  There is a very useful tool in the Sales Quote Dashboard to quickly select multiple sales quotes and update the status to "Lost" in one easy operation.
Bulk Delete Sales Quotes
11 Mar 2021
When a Sales Consultant is very actively and sending many sales quotes to customers, the Sales Quote Dashboard can quickly become full of sales quotes that have not eventuated in a successful sale.  There is a very useful tool in the Sales Quote Dashboard to quickly select multiple sales quotes and update the status to "Lost" in one easy operation.
Revising a sent Sales Quote
28 Nov 2019
There will be occasions when your customer provides feedback on your sales quote and you need to modify the sales quote and resend it
Customer Address Book
30 Oct 2019
The Customer Address Book feature allows all Sales Consultants to save customer contact details.  When a customer is saved to the Customer Address Book QuoteCloud will automatically complete customer details when creating sales quotes. 

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