Quote Export/API
Under Consideration
We badly need a quote export feature and/or API integrations. Its so ridiculous that we can't get that information out of Deco.
Also, Please include sales rep when exporting companies, orders and customers and hopefully soon quotes.
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Totally agree with this. We need to be able to export quotes manually the same way as we can do with orders - ideally there would be an API to allow this data to be imported into Hubspot CRM but we currently manually export orders so the ability to export quotes would work for now. Not being able to do this completely hinders us from setting up any automatic quote chasing emails or setup custom reports to allow us to see how many quotes we have done vs how many jobs we have won etc.
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Agreed. We also need to be export so we can have margin reports and integrate with CRM
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