Export quotes
task australia Updated Sep 10, 2026 1 min read quote-management-export-quotes.md
Export a list of all quotes in Quote Management and provide it to a customer.
Before you begin
Role required: sales_agent
Procedure
-
In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.
-
Navigate to Quotes > All.
-
Select Export.
-
Select the File Type to be exported:
- Excel
- CSV
- JSON
-
Select the Delivery Type:
- Email - Enter a valid email address.
- Download - Downloads the export to a local drive.
-
Select Export.
The list of quotes is exported according to the parameters set.
Parent Topic:Using Quote Management
46 lines · 1.2 KB
---
title: Export quotes
description: Export a list of all quotes in Quote Management and provide it to a customer.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/quote-management-export-quotes.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Quote Management, Configure, price, quote apps, Use, Sales Customer Relationship Management]
---
# Export quotes
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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-mgmt-using.md)
| title | Export quotes |
| description | Export a list of all quotes in Quote Management and provide it to a customer. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/order-management/quote-management-export-quotes.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Quote ManagementConfigurepricequote appsUseSales Customer Relationship Management |