---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Export quotes

# Export quotes {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 6, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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 ![]() view.
2. Navigate to QuotesAll.
3. Select Export.
4. Select the File Type to be exported:  
   * Excel
   * CSV
   * JSON
   * PDF
   {#quote-management-export-quotes__ul_fjz_pdj_11c}
5. Select the Delivery Type:  
   * Email - Enter a valid email address.
   * Download - Downloads the export to a local drive.
   {#quote-management-export-quotes__ul_mfk_j2j_11c}
6. Select Export.  
   The list of quotes is exported according to the parameters set.

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