Export quotes to CSV

Export your quotes to a CSV file for reporting, or to move the data into another system.

Exporting gives you your quote data as a spreadsheet — useful for reporting on what customers keep asking for, and for getting the information into a CRM or accounts system.

Export quotes to CSV is a PRO plan feature. See Plan comparison, or open Pricing plans in the app navigation.

If Export is greyed out with a padlock line — "🔐 This feature is available on …" — that is your plan, not a fault. Nothing is broken.

Export

1

Open Quote list

Go to Quote list in the app navigation. The page is headed Quotes.

2

Narrow the list, if you are exporting the current page

The status tabs — All, Read, Unread, Order created and Purchased — split the queue up, and the search and filter control beside them narrows it further. There is a sort control and an Items per page setting too.

This only matters if you are going to pick Current page in the next step, because that option exports exactly the rows on screen. All quotes and the date range ignore what you have filtered.

If instead you want a specific handful, tick their checkboxes now — that is what the Quotes selected option exports.

3

Click Export

Export sits at the top right, next to Create quote.

The dialog decides how much of the list you take away.

4

Choose what goes in the file

A dialog opens, headed Export quotes to CSV file. Make your choice under Export: before you do anything else — nothing is exported until you press the button in the next step.

Option	What it exports
Current page	Exactly the rows showing on screen right now — so this is the one your tab, search, filter and Items per page setting decide.
All quotes	Everything, whatever is filtered. Choosing it reveals a list of quote-number ranges — #1 -> #20 and so on — so a large store can take one block at a time.
By condition	Opens a second set of choices: Quotes selected exports the rows you ticked on the list, and Date range gives you Start date and End date boxes in YYYY-MM-DD format.

Above the options sits one checkbox, Without quote list items. Leave it clear for a full export. Tick it when you only want one row per quote — the customer, the dates and the status, without the products — which is the shape you want for a contact list or a simple count.

Split into multiple files, under By condition, appears greyed out. It is not selectable, so use the ranges under All quotes when an export is too big to handle in one piece.

5

Click Export quotes

Export quotes is the blue button at the bottom of the dialog — Cancel beside it closes without exporting.

The app confirms with "Quotes exported successfully." and the file downloads as quotes.csv, ready to open in Excel, Google Sheets or Numbers.

What one quote actually holds

An export is only as useful as the quotes behind it, so it is worth knowing what one quote carries. Open any row on the Quotes page and you will see the lot.

On the quote	What it is
The line items	Products, Price & quantity and Total, each line with its SKU — the prices you agreed, not your list prices.
The Payment panel	Subtotal, the amounts behind Edit discount, Edit shipping and Edit tax rate, and Total.
The right-hand column	Customer and Email, then Contact information, Company information, Shipping address, Billing address, Payment terms, Extra info and Tags.
The Timeline	Your own notes on the quote. "Only you and your staff can see comments", so anything you record there with Post stays out of the customer's sight.

If a column you were expecting is empty, the usual reason is that your form never asked for it. See Quote form overview.

Remember that Without quote list items strips the product lines out. If your export has no products in it, check that box first before assuming anything is wrong.

What you can learn from it

Question	What to look at
What do people ask for most?	Group by product to find demand your published pricing is not capturing.
How many quotes turn into orders?	Compare the quotes you raised against the ones that reached Order created and Purchased — that is your quote-to-order rate.
What sizes are typical?	Quantities tell you whether your minimum order and pricing tiers are set sensibly.
Who is buying?	The Company column shows how much of your quoting is business buyers rather than individuals.

The dashboard's Analytics overview answers some of this without an export at all: Quote number, Completed orders, Total draft orders and Order value over a date range you pick.

A quarterly export is a quick way to spot patterns, and Date range under By condition is built for exactly that — set Start date and End date to the quarter and take one file per period. If the same product is quoted constantly and always agreed near the same price, that is a candidate for a published tier price, and one fewer quote to handle each week.

Keeping your own copy

If you rely on quote history, take an export periodically. It is also how you keep your records if you ever uninstall the app — see Permissions and data.

The dashboard's Pricing plan details section shows your Storage size and Used storage, which is worth a glance if you take a lot of file uploads with your quotes.

Exports contain customer contact details. Treat the file the way you would treat any customer data — store it somewhere appropriate and do not email it around.

Export before you delete, not after. Deleting a quote also destroys the files customers uploaded to it, "including from previously exported links" — so an old export's attachment links stop working once the quote behind them is gone. See Duplicate or delete a quote.

Sending quote data somewhere automatically

If the reason you are exporting is to get quotes into another tool, an integration may save you the round trip. Under Advanced settings > Integrations the app connects to Mailchimp, Klaviyo, Shopify, HubSpot, Omnisend, GetResponse, Sendinblue, ActiveCampaign, Campaign Monitor and Zapier.

Mailchimp, Klaviyo and Shopify are on the FREE plan. The rest need PRO, as does exporting itself.

Next steps

• Integrations overview — send quote data to your tools automatically

• Permissions and data — what is stored, and for how long

• Duplicate or delete a quote — clear out quotes once you have a copy