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# How to export Quotes and Proposals

Download your quote request and proposal data as CSV files for use in spreadsheets, reporting tools, or external systems.

## Where to find it

1. In the Quotify dashboard, go to **Settings** in the sidebar.
2. Click **Export** in the settings navigation.

## Exporting quote requests

1. In the **Export quote requests** card, choose a date range. You can pick a preset or set custom dates:
* **Today** -- Only quote requests from today.
* **Yesterday** -- Only quote requests from yesterday.
* **Last month** -- All quote requests from the previous calendar month.
* **Custom range** -- Use the **From** and **To** date fields to set any range you need.
2. Click the **Export quote requests** button.
3. A CSV file downloads to your computer.

### What the quote request CSV contains

Each row is one quote request. The columns are:

* **Request ID** -- The unique identifier for the quote request.
* **Products** -- A summary of the products and variants included in the request, with quantities.
* **Form field columns** -- One column for each enabled form field in your quote request form (for example, Name, Email, Phone, Company, Message). File upload fields are excluded.
* **UTM parameters** -- If captured, these columns appear: `utm_source`, `utm_medium`, `utm_campaign`, `utm_content`, `utm_term`, `gclid`, `msclkid`.
* **Notes** -- Any internal notes added to the quote request.
* **Requested at** -- The date and time the quote was submitted, shown in your store's timezone.

## Exporting proposals

1. In the **Export proposals** card, choose a date range using the same preset options or custom date fields.
2. Click the **Export proposals** button.
3. A CSV file downloads to your computer.

### What the proposal CSV contains

Each row is one proposal. The columns are:

* **Proposal** -- The proposal number.
* **Quote request** -- The linked quote request ID (if any).
* **Quote requested at** -- When the original quote request was submitted.
* **Status** -- The current proposal status.
* **Discount** -- The total discount amount applied.
* **Shipping** -- The shipping cost.
* **Total** -- The proposal total.
* **Created at** -- When the proposal was created.
* **Sent at** -- When the proposal was sent to the customer.
* **Accepted at** -- When the customer accepted the proposal (if applicable).
* **Declined at** -- When the customer declined the proposal (if applicable).
* **Expires at** -- The proposal expiration date (if set).

All date and time values are shown in your store's timezone.



## Good to know

* The maximum date range you can export at one time is **365 days**. If you need a larger range, run multiple exports.
* The **From** date must be on or before the **To** date.
* The exported file is a CSV (comma-separated values) file. You can open it in Excel, Google Sheets, Numbers, or any spreadsheet application.
* The quote request export includes all enabled form fields as columns. If you have added or removed fields over time, some cells may be empty for older requests.
* File upload fields are not included in the quote request export.
* Both date preset buttons at the top apply to that specific card only. Changing the preset in one card does not affect the other.