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

• 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.