If you are using a QuoteWerks native product database you can export the information in that database to a delimited file. This is useful if you want to download all of your product information and review it independent of QuoteWerks. To export a product data base follow the instructions below.

1. Navigate to Setup -> Product Data Sources

2. Select a QuoteWerks Native product data source and right click. An export menu option will become available.

3. Click Export. A .txt file will be downloaded to your machine including all of the product/service information stored in the selected data source.

4. Open the file with Excel or another program that can read tab delimited .txt files.