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Steps to Export Your Quotes Table:

Navigate to Quotes: In the top navigation bar, click the More dropdown menu, hover over Revenue, and select Quotes.

Click Export: In the top-right corner of the interface, click the Export button.

Download: Tyms will automatically generate and download an Excel (<code>.xlsx</code>) spreadsheet containing your records.

1. Navigate to Quotes: In the top navigation bar, click the More dropdown menu, hover over Revenue, and select Quotes.
2. Click Export: In the top-right corner of the interface, click the Export button.
3. Download: Tyms will automatically generate and download an Excel (<code>.xlsx</code>) spreadsheet containing your records.

Filtered Views: If date filters are applied, only those filtered results will be exported.

Full Export: If no filters are applied, the export will include all quotes currently listed in the table.

- Filtered Views: If date filters are applied, only those filtered results will be exported.
- Full Export: If no filters are applied, the export will include all quotes currently listed in the table.

Download your quotes records as an Excel file for offline use, reports, or client review

How to Export Your Quotes

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