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 used directly in Excel.

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 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 their current state, providing you with a sales quote conversion ratio.

In addition, if you are a manager, you may want to track your team's performance 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 to provide meaningful management reporting.

Related User Guide Topics

Bulk update Sales Quote Status to Lost

11 Mar 2021

With so many deals, Sales team are time poor that’s why QuoteCloud makes it easy to edit deals in bulk. Giving you more time to close that next deal.

Bulk Delete Sales Quotes

11 Mar 2021

Sales teams need to focus on the next deal not get hung up on the losses. That’s why QuoteCloud allows users to quickly clean up all their old documents and focus on the new.

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

If QuoteCloud recognises a customer name or email address new sales quotes, the software can automatically complete customer details.