How to Export Quote in Xvantage™

Overview:

This article will detail the steps to export quote within Xvantage.

Process:

1. Log in to Xvantage.

2. From the left navigation, select My business, then choose Quotes.

3. On the right side of the screen, select All filters.

   Note: To export a copy of the Quote document, the Quote status should not be in Draft.

   

4. As an example, select the All filters drop-down list from the top right corner of the screen. Scroll-down to the Quote Status section, select Ordered and choose Show results.

   

5. All the Quotes in the Ordered state are displayed.

   

6. Select any Quote.

7. On the top right corner of the screen, select Download to extract the Quote document in any of the following formats:

   • PDF document (.pdf)

   • Excel document (.xls)

   • Comma Separate Values (.csv)