Export quotes

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: sales_agent

    Procedimento

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Quotes > All.
    3. Select Export.
    4. Select the File Type to be exported:
      • Excel
      • CSV
      • JSON
      • PDF
    5. Select the Delivery Type:
      • Email - Enter a valid email address.
      • Download - Downloads the export to a local drive.
    6. Select Export.
      The list of quotes is exported according to the parameters set.