Exporting Quotes

Export actions let you turn a completed quote into a customer-facing output.

Typical Uses

• preview the quote before sharing it
• generate a PDF or print-ready version
• send a stable commercial offer outside the team

Safe Workflow

1. Open the quote detail page.
2. Confirm the customer, prices, and notes.
3. Use preview or export.
4. Check the final output before sending it externally.

Related Pages

• Creating Quotes
• Quote Options
• Convert to Invoice