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  1. Quotes - Import/Export ability

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    submitted  ·  64 comments  ·  For small businesses » Business features  ·  Admin →
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    Nick Forman commented  · 

    Thanks Louw and Valerie,

    That's helpful and goes some way to meet our needs, but we also use the Quote Summary field to hold some important free-form text information and that doesn't seem to be available as a column on the report

    Nick Forman supported this idea  · 
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    Nick Forman commented  · 

    The ability to export a single quote to Excel or Word would be very helpful so that I can use the data to track the delivery of the service quoted.