1
Open the document dashboard
Navigate to the QuoteCloud dashboard where your documents and dashboard table are displayed.
Export Document Data from Document Dashboard
QuoteCloud allows you to export document data for reporting, analysis, or external use. This guide explains how to export in CSV format.
Exporting Document Data
Learn how to quickly export dashboard document information into a CSV file for reporting, analysis, and external data management.
Steps to export document data
2
Locate Dashboard Options
In the upper-right corner of the dashboard, locate the Dashboard Options button.
3
Open the Dashboard Options menu
Click the Dashboard Options button to display the available dashboard management actions.
4
Select Export Document Data
From the dropdown menu, click Export Document Data to begin exporting your dashboard document information.
5
Review the export confirmation window
An Export to CSV confirmation window will appear asking if you want to export all dashboard documents data to CSV format.
6
Download the CSV export
Click Download CSV to generate and download the current dashboard document data file.
7
Confirm the export was successful
After the download completes, QuoteCloud confirms that your document data export is ready and successfully generated.
Frequently Asked Questions
What is the purpose of the "Export Document Data" feature in QuoteCloud?
The Export Document Data feature lets you extract document-related records from the QuoteCloud Document Dashboard into a downloadable file for reporting, analysis, backup, auditing, or other external use. This is especially useful for teams using sales quoting software or sales proposal software who need to consolidate quote and proposal metrics outside the UI for business intelligence or archival purposes.
What output type is generated when exporting document data?
Exports from the Document Dashboard are generated in CSV format. CSV files are broadly compatible with spreadsheets (Excel, Google Sheets), BI tools, and custom reporting pipelines, making them ideal for further analysis or import into other systems.
Using CSV output from your quote software or proposal software lets you quickly build dashboards, run pivot reports, or ingest records into accounting and analytics platforms.
Why would I export document data instead of viewing it in the Document Dashboard UI?
Exporting enables deeper analysis than the live UI: you can perform complex joins, aggregate large datasets, keep long‑term records, and feed data into BI tools or accounting systems that require CSV input. For organizations using QuoteCloud as their quote software or proposal software, exports are the best option when you need custom reporting, historical archives, or integrations that can’t be performed directly in the Document Dashboard UI.
Where in the QuoteCloud interface do I start an export?
The export process is initiated from the Document Dashboard. Open the Document Dashboard in QuoteCloud, apply any filters or selections you need (date ranges, statuses, customers, etc.), and use the export option on that screen to generate a CSV of the selected documents.
Is the Export Document Data feature available in both the Edge and Java Editions of QuoteCloud?
Availability can vary by product edition and account configuration. If you don’t see the export option in your Document Dashboard, check your edition and permissions or contact your QuoteCloud administrator or support team to confirm whether exports are enabled for your Edge or Java Edition environment.
What document fields and data are included in the exported CSV?
Exported CSVs contain the document-related records you selected in the Document Dashboard. Common columns include identifiers (document ID), status, dates, customer information, totals, and other document metadata, but the exact columns depend on your QuoteCloud configuration. Run a test export to preview the CSV columns or consult your administrator for a field list.
How can I use the exported CSV with BI tools or accounting systems like QuickBooks?
CSV is a universal format for importing into BI platforms (Power BI, Looker, Tableau), spreadsheets, and accounting software. You can upload the CSV to your BI tool to build dashboards or schedule data transformations for reporting. For accounting integrations (for example, with QuickBooks Online), map CSV columns to your accounting fields or use QuoteCloud’s integration tools to sync transactions and customer data where supported.
What are best practices for securing and managing exported document data?
Treat exported document CSVs as sensitive business data: limit who can perform exports, download to secure locations, encrypt files at rest and in transit, and follow your company’s data retention and privacy policies. For long‑term storage or backups, use access‑controlled cloud storage and keep an audit trail of who exported and accessed the files.