Exporting/downloading quotes is a straightforward process that allows you to save information in .xlsx or .csv formats from the Quotes table. This functionality is essential for analyzing sales data at the product level, providing detailed insights into order specifics.
To export quotes
Navigate to the Sell screen and choose the Quotes tab.
The Export button is near the top corner of the order list. It exports all quotes on the list.
Each row in the exported file is one order line, not a full quote. If you have more than one line on a quote, there will be multiple rows for this quote in the exported file. This enables you to analyze sales at the product level.
Note: The totals you see in the exported file may differ from the total shown in Katana, as what is in Katana is based on totals from the quote card. Exports are done on a product level, while Katana's list views are based on quote cards.
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