Quote Reporting

System Reports

Jeff avatar
Written by Jeff
Updated over a week ago

You are able to Export Quote Reports from Klipboard.

Navigate to Quotes and click on "Export Quote Report".

The quote report will export all the columns and data that is displayed on the quote grid. ie, Won, Sent, Draft, Client Name, Value, etc.  If you filter the data on the grid or turn on or off columns prior to exporting, the export will only export the filtered data. 

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