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Exporting Master Set Quotes

Learn how to include a summary page when exporting Master Set quotes to Excel.

When exporting Master Set quotes to Excel, a summary page can be included to provide an overview of all elevations and options in the quote.

To export a Master Set quote with a summary page:

  1. Open the Master Set quote.

  2. Select Export > Excel with Summary Page. The export is generated and downloaded.

The summary page appears as the first sheet in the Excel file and includes all elevations and options from the Master Set quote.

Note: For quotes with multiple packs, the export lists each pack separately, with that pack's line items appearing below it.

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