Export quotes

task australia Updated Sep 10, 2026 1 min read quote-management-export-quotes.md
Raw file servicenow.com

Export a list of all quotes in Quote Management and provide it to a customer.

Before you begin

Role required: sales_agent

Procedure

  1. In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.

  2. Navigate to Quotes > All.

  3. Select Export.

  4. Select the File Type to be exported:

    • Excel
    • CSV
    • JSON
    • PDF
  5. Select the Delivery Type:

    • Email - Enter a valid email address.
    • Download - Downloads the export to a local drive.
  6. Select Export.

    The list of quotes is exported according to the parameters set.

Parent Topic:Using Quote Management

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