Users with access to our Quotes module will now have the ability to export Quote information into an Excel file. This feature can be accessed via the individual Quote page by clicking the “Export to Excel” button and should assist users when they need to collaborate outside of Noosh.
We’ve also added the “Export to Excel” button within the “Client Quote” page for quickly grabbing only the information a user wants their client to see.
Note: If your workgroup has any customizations to the Quote 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.