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  5. Exporting an Excel File of Assets and Pricing

Exporting an Excel File of Assets and Pricing

To export an excel file of assets and pricing:

  • From the main menu navigate to Sales > Quotes.
  • Select and open up the quote you would like to export.
  • From the Actions drop down in the top right hand corner select Export Support Assets.
  • Download the .csv file and open it on your computer.

Example of an exported excel file.

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