How to perform a backup of your data?

Focus: The focus of this Self Help article is to show instructions on how to perform a data backup of your Quote Roller proposals.

Step 1: Click on Settings, then click on Account and Payments, scroll down and find the section “Data Backup”.

Settings - Account&Payments - Backup

Step 2:  Choose your option

  1. Export Proposals list to CSV — When you use this option, the Quote Roller system will provide you with a .CSV of the following information:  Client Name, Client Company, Client Country, Client State, Client City, Client Zip, Client Address, Status of the proposal, Website URL for the web version of the proposal.

  2. Create a backup button — This option, the Quote Roller System will process this request and send you an email (Account owner email address) a link to download your proposals in a Zip Archive. Depending on the amount of proposals that you have, it may take up to 24-48 hours When you open the file, you will have multiple folders, including Sent and Accepted. Included in each file will be the PDF version of your proposal(s).

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