How do I add a quotation on the V5 quotation list, or export the list data as Excel?

1. Add a quotation: Click the "+ Add quotation" button in the top right of the page, fill in the relevant information, and save. 2. Export to Excel: Click the "Download Excel" button in the top right of the page to download the current list data as an Excel file. 3. To adjust which columns are displayed in the list, click the "Columns 6/10" button in the top right of the list to customize which fields appear. To adjust the number of records shown per page, click "Preferences" in the bottom right of the list.

V5 新桌面版|Quotations(報價單管理)V5 新桌面版|Quotations(報價單管理)
V5 desktopQuotation