1
Open dashboard settings
From the Dashboard page, click the Settings icon located in the top-right corner of the screen.
Export Document Data
Learn how to export document data from QuoteCloud. Exporting data allows you to generate reports and access document information outside the platform for analysis, auditing, and recordkeeping.
Export Document Data
Learn how to export your document data and generate reports that can be downloaded and reviewed outside of QuoteCloud.
Steps to export document data
2
Open the export menu
Click the settings icon to reveal additional dashboard options.
3
Select Export Document Data
From the dropdown menu, click Export Document Data to begin generating your report.
4
Wait for the export process
QuoteCloud will prepare the export file and process the requested document data.
5
Review the confirmation message
A notification will appear confirming that the export has completed successfully.
6
Access the exported file
Check your email and downloads folder to retrieve the exported document data report.
FAQs