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How to download your pricing quotation?
How to download your pricing quotation?

How to share quotation with customers?

Updated over a week ago

To download the quotation you've created, you have the option to choose from various formats that best suit your needs. Here's how you can do it:

  1. You will be presented with different format choices which tools available in your toolbar above specifically for each, which includes:

    • PDF: Selecting the "Print PDF" option will generate a PDF version of your pricing quotation, which will trigger a download. This PDF is suitable for sharing, printing, or archiving your quotation.

    • CSV: If you choose the "Export CSV" option, the download will be in CSV format, and the quotation at cabinet level will be downloaded.

    • Detailed CSV: If you choose the "Print Detailed Snapshot CSV" option, the download will be in CSV format. This format organizes the information panel-wise, making it useful for various production or analytical purposes.

    • XLSV (Excel): By opting for the XLSV option, you can download the quotation in Excel format. This allows you to use software like Microsoft Excel or Google Sheets to open and edit the quotation as needed.

  2. Select the format that aligns with your requirements, and the quotation will be downloaded in the chosen format.

  3. By offering these format options, you have the flexibility to choose the one that best fits your workflow, whether it's for sharing, analyzing, or further editing your quotation.

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