TMS: Financials & reporting

Add option to export / download Quotes

Current behavior:

Quotes can be emailed to a Provider or a Submitter, grouped in reports, and viewed in the Homepage Dashboard.

The possibility to export individual Quotes into separate files is missing.

Available workaround (if any):

Saving emailed quotes into files

Requested behavior:

Option to export / download Quotes in standard formats

Requested formats:
  • CSV
  • PDF
  • Other commonly used and standardized file types

Use case:

  • Clients often need to be able to work with quotes as separate files, for example to upload them to another tool.  
  • Quotes as a proper document needs to be sometimes approved by somebody in-house.

1 comment

  • Updated with further specifications


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