Overview:
This document outlines the steps to download a Quote within Xvantage.
Process:
Log in to Xvantage.
Hover over to My business in the left navigation menu and select Quotes.
Select My Quotes to view a list of all quotes created under your account.
Use the filters or the search bar to locate the specific quote you want to download.
Click the checkbox of the Quote Name you want to download. You can also download multiple quotes all at the same time.
Click Download located at the top right of the screen. The file will be saved to your computer or device either in Excel Document (.xls) or Comma Separated Values (.csv) format.