Export quotes data to an excel spreadsheet

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.

2 Replies
New Contributor

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.

New Member

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.