Quote PDF and Excel spreadsheet
What appears on the PDF, how to save it, and how to export to ERP.
Updated on September 16, 2026
Click PDF in History. The document includes the company logo and details, customer information, line items, the DXF drawing with dimensions, and the price breakdown. Use Save as PDF to download it.
Excel
- Export, in History: the filtered list, including totals.
- Excel, on each quote: item-by-item details, ready for import as an order in your ERP.

