How to Export to Excel Spreadsheet

Created by George Eccles, Modified on Tue, 1 Apr at 3:21 PM by George Eccles

Export to Excel Button. Found in Commercial Summary Section.


  • The Export to Excel button provides a quick quotation in an Excel format.

  • Does not include customer details. It is a raw data export for internal use or review.

  • Useful for reviewing pricing, lead times, and component details before finalizing a quote.

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