Export – Quotes

You can export Quotes under Settings > Import / Export (Administrators only).

 

Things to know:

  • Individual items and item attachments are not included.
  • ‘Last changed’ 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).

 

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

2016-12-01 23:00:00

Expiry date

2016-12-01 23:00:00

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