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
Option to export / download Quotes in standard formats
- Other commonly used and standardized file types
- 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.