HP iQuote Saved Quotes View Export

April 10, 2013

Now users can export their own quotes to Excel in bulk. Simply go to your Saved Quotes view in HP iQuote, set the preview to the quantity you want to export (default is last 10 Saved Quotes), click on Export All.


It will load into Excel as follows:


Hopefully a useful addition for users that want to analyze their pipeline offline !

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: