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Export estimates

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Learn how to:

Export a list of estimates as CSV, XLSX or XLS

  1. Click Sales > Estimates in Flare's main menu (1 below).

    Sales > Estimates in Flare's main menu

  2. Check the checkbox next to estimates you'd like included in the export (2 below).

    Select esimates for export to a list

  3. Click the export icon and in the dropdown menu, click the type of format for export (3 above).

Export individual estimates as PDF

  1. Click Sales > Estimates in Flare's main menu (1 below).

    Sales > Estimates in Flare's main menu

  2. Click the estimate number of the estimate you'd like to export (2 below).

    Choose an estimate to export

  3. On the estimate page, click More and click Open as PDF (3 below).

    Export as PDF

  4. Save the PDF.

Learn about other data that can be exported from Flare.

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