What’s Improved
Unlock the power of seamless quoting with our enhanced Excel file management!
Effortlessly tailor your quote downloads to include only the information you need, eliminating tedious Excel tasks. To personalize your Excel Report, just click the gear icon and navigate to Quote Customization Settings.
Next, head to Customizable Excel Export option
Here, you’ll find all your quote details laid out in rows. Use the arrow buttons to drag and drop data into your desired columns. The first row corresponds to Excel’s A column.
The orange toggle on the far right lets you decide if a data point should appear in your quote. Simply click it to turn it gray or off.
Once satisfied with your arrangement, hit save, and this will become your go-to template for any quote downloaded as an excel file.
To learn how to download a quote check out https://www.atssoftware.com/atsvideolibrary/how-to-download-your-quote/
