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Exporting proposals

Export all proposal data to Excel for further use

Written by Anett Hirschmann

This export option was specifically created to allow all data collected during the proposal request process to be exported into CSV format, with various filters available to customize the list according to your needs.

By clicking the brown fields, you can select the filtering criteria and finalize your selection using the check mark. After that, click the Export button to start the download.

When exporting proposals, you can define the desired period — by default, the system displays data from the past 1 month — and choose whether proposals should be filtered by the proposal sending date, the arrival date, or the departure date included in the proposal.

You can then specify which proposals should appear in the list according to selected criteria. Proposals can be exported based on their status, meaning you can generate lists of answered proposals, accepted proposals, as well as rejected or deleted proposals. Each list can also be exported separately by language.

Deleted proposals are only listed when the data is filtered by arrival or departure date, because a proposal can only be deleted before it has been sent.

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