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Quote Management › Configure › price › quote apps › Use › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Export quotes

Export a list of all quotes in Quote Management and provide it to a customer.

Before you begin

Role required: sales_agent

Procedure

  1. In the CSM Configurable Workspace, select the List
Image omitted: list-outline-24.svg
view.

  1. Navigate to Quotes > All.

  2. Select Export.

  3. Select the File Type to be exported:

    • Excel
    • CSV
    • JSON
    • PDF

    • Select the Delivery Type:

    • Email - Enter a valid email address.

    • Download - Downloads the export to a local drive.
    • Select Export.

    The list of quotes is exported according to the parameters set.

Parent Topic:Using Quote Management