# Export quotes data to an excel spreadsheet

**URL:** <https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323>\
**Category:** HubSpot Ideas\
**Tags:** products-line-items\
**Created:** [May 10, 2019, 2:23pm UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323 "2019-05-10T14:23:55Z")\
**Posts on this page:** 20\
**Page:** 1

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**Author:** ![brunomaion](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/brunomaion/32/27089_2.png) [@brunomaion](https://community.hubspot.com/u/brunomaion)\
**Post date:** [May 10, 2019, 2:23pm UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/1 "2019-05-10T14:23:55Z")

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We generate quotes usisng HubSpot quoting tool, included in Professional version of the software. Unfortunatly this information cannot be accessed afterwards, we can only gereta e file with all the quotes ever sent in PDF format, that is not usefull at all.

We need a tool that exports this information (all the info) into CSV file or XLS file format.

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**Author:** ![Arshan](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/arshan/32/31184_2.png) [@Arshan](https://community.hubspot.com/u/Arshan)\
**Post date:** [March 31, 2020, 10:35pm UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/2 "2020-03-31T22:35:32Z")

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HubSpot,

Has there been any updates on this?

This is very crucial as most of project financing and accounting work requires working with applications like Excel or Quickbooks and both require these formats.

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**Author:** ![Lspaeth](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/lspaeth/32/2401_2.png) [@Lspaeth](https://community.hubspot.com/u/Lspaeth)\
**Post date:** [October 26, 2020, 6:42pm UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/3 "2020-10-26T18:42:19Z")

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I’m in the same boat with Arshan. CSV or excel format files are crucial for finance and accounting work. Please make this feature available ASAP. Thanks.

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**Author:** ![YiRui\_Chua](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/yirui_chua/32/23766_2.png) [@YiRui\_Chua](https://community.hubspot.com/u/YiRui_Chua)\
**Post date:** [February 8, 2021, 6:06am UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/4 "2021-02-08T06:06:18Z")

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Hi team,  
Commenting for a customer here.  
Not too sure why PDF is the only format being offered here, since financing (quotes) often require Excel for calculation purposes. Can we offer CSV or XLSV file format for downloads too? Thanks.

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**Author:** ![Radifanfb](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/radifanfb/32/31851_2.png) [@Radifanfb](https://community.hubspot.com/u/Radifanfb)\
**Post date:** [February 8, 2021, 6:06am UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/5 "2021-02-08T06:06:50Z")

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Really looking forward to this development! Any update regarding the release date yet?

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**Author:** ![TJacobs](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/tjacobs/32/69256_2.png) [@TJacobs](https://community.hubspot.com/u/TJacobs)\
**Post date:** [March 15, 2021, 7:25am UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/6 "2021-03-15T07:25:05Z")

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In the same boat too.

let me know when there is any update about this tool

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**Author:** ![oSaid](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/osaid/32/52876_2.png) [@oSaid](https://community.hubspot.com/u/oSaid)\
**Post date:** [April 3, 2021, 1:49pm UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/7 "2021-04-03T13:49:12Z")

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Thought I would find an answer to this question. We need this feature to create graphical quotes and this is only possible from a spreadsheet.

I have found a solution but it requires coding.

> **[Accounts Dashboard | HubSpot](https://app.hubspot.com/myaccounts?next=developerdocs&redirect=%2Fapi-reference%2Fcrm-quotes-v3%2Fguide)**

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**Author:** ![ELehr](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/elehr/32/53612_2.png) [@ELehr](https://community.hubspot.com/u/ELehr)\
**Post date:** [July 30, 2021, 11:35pm UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/8 "2021-07-30T23:35:11Z")

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Agreed! Trying to get this into our accounting software has come down to manual input. It’s 2021. Please figure this out. A csv file format for both single and bulk quotes/invoices would be extremely helpful.

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**Author:** ![JEpp](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jepp/32/84335_2.png) [@JEpp](https://community.hubspot.com/u/JEpp)\
**Post date:** [August 31, 2021, 2:30am UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/9 "2021-08-31T02:30:48Z")

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How is it that we can’t export the quote data to an excel file? It is a much-needed feature - Hubspot, please consider ASAP!

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**Author:** ![MStoffel](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mstoffel/32/18373_2.png) [@MStoffel](https://community.hubspot.com/u/MStoffel)\
**Post date:** [December 30, 2021, 5:40pm UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/10 "2021-12-30T17:40:26Z")

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Between not being able to export to excel and the fact we STILL CAN’T QUOTE IN NON integers is insane. We pay so much money for this product, maybe instead in one of your non-meeting Fridays, someone can figure out how to do these two simple things. I have just about had it with this company and nickel and diming for every little thing.

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**Author:** ![JVOGELSANG](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jvogelsang/32/28756_2.png) [@JVOGELSANG](https://community.hubspot.com/u/JVOGELSANG)\
**Post date:** [January 21, 2022, 10:46am UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/11 "2022-01-21T10:46:54Z")

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For any serious users who generate significant numbers of quotes, the “Download All Quotes” will be overwhelming.

Serious users would also need the data for their quotes rather than the pdf versions.

Being able to download a _filtered_ list of quotes might be useful and would leverage on the existing filter functions already found throughout hubspot.

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**Author:** ![JB-AMTech](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jb-amtech/32/57633_2.png) [@JB-AMTech](https://community.hubspot.com/u/JB-AMTech)\
**Post date:** [January 25, 2022, 6:00pm UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/12 "2022-01-25T18:00:14Z")

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It would really be great if we could download this in .csv or .xlsx format - I currently have to copy the data out each week so we can review the quotes and it is taking a lot of time! As Elehr said above, it’s 2021!!

Please consider adding a download button for this data (if the quote discount could be included that would be even better!!!)

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**Author:** ![hestiahearth](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hestiahearth/32/87988_2.png) [@hestiahearth](https://community.hubspot.com/u/hestiahearth)\
**Post date:** [March 28, 2022, 9:45pm UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/13 "2022-03-28T21:45:04Z")

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Definitely need .csv or .xlsx format. It’s a major blocker for our business. We need to able to extract the quote and send to perspective supplier for updated pricing of the item we quoted.

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**Author:** ![PvanZandwijk0](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/pvanzandwijk0/32/70868_2.png) [@PvanZandwijk0](https://community.hubspot.com/u/PvanZandwijk0)\
**Post date:** [March 31, 2022, 3:20pm UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/14 "2022-03-31T15:20:43Z")

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This is a much needed functionality. Please implement asap.

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**Author:** ![ELugrin](https://avatars.discourse-cdn.com/v4/letter/e/8dc957/32.png) [@ELugrin](https://community.hubspot.com/u/ELugrin)\
**Post date:** [May 10, 2022, 3:07pm UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/15 "2022-05-10T15:07:51Z")

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It would be very helpful to have a full export (csv. xlsx) of all the products that are in our quotes.  
Please work on it !

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**Author:** ![mprichodko](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mprichodko/32/8776_2.png) [@mprichodko](https://community.hubspot.com/u/mprichodko)\
**Post date:** [June 23, 2022, 11:29am UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/16 "2022-06-23T11:29:56Z")

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Definietely YES!!! I need to export product price discounts data from quotes/deals ASAP. Any idea how?

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**Author:** ![leeward](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/leeward/32/2490_2.png) [@leeward](https://community.hubspot.com/u/leeward)\
**Post date:** [July 23, 2022, 8:10am UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/17 "2022-07-23T08:10:09Z")

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Yes we need this also as we want to link quotes to our sales order system, we can do this with other solutions that link via XML, JSON etc. Quote data need to be accesible via API or some other means to generate orders \> invoices in other systmes such as Sage, Quickbooks, etc.

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**Author:** ![DavyCinco](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/davycinco/32/74736_2.png) [@DavyCinco](https://community.hubspot.com/u/DavyCinco)\
**Post date:** [September 21, 2022, 2:03am UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/18 "2022-09-21T02:03:06Z")

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Hello- any progress on this? it is a requirement for our distribution partners to be able to send quotes in Excel format. Please advise. This is a big issue for us.

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**Author:** ![MNiazi](https://avatars.discourse-cdn.com/v4/letter/m/2bfe46/32.png) [@MNiazi](https://community.hubspot.com/u/MNiazi)\
**Post date:** [September 26, 2022, 1:12pm UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/19 "2022-09-26T13:12:37Z")

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I am also looking this solution for quotes

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**Author:** ![NickTT](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/nicktt/32/27089_2.png) [@NickTT](https://community.hubspot.com/u/NickTT)\
**Post date:** [October 31, 2022, 10:01pm UTC](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323/20 "2022-10-31T22:01:34Z")

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The lack of this makes using ‘quotes’ in hubspot a non-starter for us. It’s very much needed if we are to integrate more of our customer’s journey into hubspot.

[Next page](https://community.hubspot.com/t/export-quotes-data-to-an-excel-spreadsheet/14323.md?page=2)
