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Option to export a quotation as an Excel or Word document.

We have been asked if we can supply quotations a an Excel or Word document so our client can easily add this to their quotations for their end client. Is this something that could be done?
  • Guest
  • Jan 10 2017
  • Acknowledged
  • Jan 10, 2017

    Admin response

    Hi Andy, Thanks for your suggestion. This isnt something that we have looked at previously as PDF's do give the added security of clients editing documents etc without your knowledge. It would be a manual process for now unfortunately involving a template your side that information could be input to. If the feature does receive a number of votes however we can look to add it into our roadmap.
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