Learn how to:
Export a list of estimates as CSV, XLSX or XLS
- Click Sales > Estimates in Flare's main menu (1 below).
- Check the checkbox next to estimates you'd like included in the export (2 below).
- Click the export icon and in the dropdown menu, click the type of format for export (3 above).
Export individual estimates as PDF
- Click Sales > Estimates in Flare's main menu (1 below).
- Click the estimate number of the estimate you'd like to export (2 below).
- On the estimate page, click More and click Open as PDF (3 below).
- Save the PDF.
Learn about other data that can be exported from Flare.
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