Support / FAQ

How to export a proposal pricing table to excel

Focus:  The focus of this self-help document is to provide you information and steps on how to export information from Step 2 (Pricing table) of a proposal to a Microsoft Excel spreadsheet.

Step 1: Go to Proposals, find the proposal and click on the Proposal name.
Proposals - Proposal Name - Export

Step 2:  This will take you to the Proposal Overview. Over on the right column click “Export Pricing Table to Excel”.

Proposals - Export Pricing table

Step 3: Example of a Microsoft Excel Spreadsheet for this example proposal.

Price Table screenshot

Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.

Posted in: Proposals