Exporting Quotes for Cooper's Price Management Tool

Agents can now export quotes to a specific Excel sheet template required for importing data into Cooper's Price Management tool. 

Requirements:

• Cooper connectivity must be configured. 

Note:

• If a winning customer is selected, the Excel sheet will include an additional column listing the customer's account number.

To export a quote to Excel, click the Cooper menu in a project, then select Export BOM to Excel.