How to export quote requests to CSV in WooCommerce
Request a Quote for WooCommerce replaces the buy button with a request form, so customers can ask for custom pricing instead of buying right away. Every request lands on the Quote Requests screen, where you review it, respond, and track its status.
The Export button on that screen downloads every quote request as a CSV file. Store owners use this to review requests in a spreadsheet, keep an offline record, or hand the data to a sales or accounts team.
For example, if you want a weekly summary of new and pending quotes without logging into WordPress, export the list and open it in Google Sheets.
In The Article
Benefits
Exporting quote requests can help:
- Review and track quote activity outside WordPress, in Excel or Google Sheets
- Keep an offline backup of your quote request data
- Share request details with a sales or accounts team without giving them WordPress access
How to Export Quote Requests to CSV
Step 1: Open Quote Requests
From your WordPress dashboard, go to Request a Quote → Quote Requests. This screen lists every quote request, with columns for name, email, and status.
Step 2: Click Export
Click the green Export button at the top of the list, next to Add quote.
This downloads a CSV file containing every quote request in your store — not just the ones currently shown by your date, status, or customer filters.
Step 3: Open the downloaded file
The file downloads with a name like quote-requests-export-[date]-[time].csv. Open it in Excel or Google Sheets to review the data.
Example Use Cases
Weekly quote review: If you check on pending quotes every week, export the list and scan it in a spreadsheet instead of clicking through each request in WordPress.
Handing off to sales: If you want your sales team to follow up on quotes, send them the exported CSV instead of giving them WordPress access.
Conclusion
The Export button on the Quote Requests screen downloads all your quote request data as a CSV file, including customer details, requested products, and pricing. It's a quick way to review requests in a spreadsheet or share them outside WordPress.
FAQs
1. Where do I find the Export button?
It's on the Quote Requests screen, next to Add quote, above the filter and search bar.
2. Does Export only download the quotes I've filtered for?
No — Export downloads every quote request in your store, regardless of the date, status, or customer filters applied on the screen.
3. What data is included in the exported file?
Each row includes the quote ID, dates, status, customer name and email, the request message, any custom form field answers, and the products, quantities, prices, discounts, and totals for that quote.
4. What file format does it export to, and how do I open it?
It downloads as a .csv file, which opens directly in Excel or Google Sheets.