Export Estimate Details to Excel

Users will now have the ability to export Estimate information into an Excel file.  The Excel file will mirror the Estimate page and will include Price Breakouts, if enabled.

This feature can be accessed via the individual Estimate page by clicking the “Export to Excel” button and should assist users when they need to collaborate outside of Noosh. 

Note: If your workgroup has any customizations to the Estimates page, you may not see the custom data present in the exported file. If the data you’re looking for isn’t available, please contact your PSO for further discussion.