bpQuote Adds 4 Reports to New Multi-Tab Excel Export Option

bpQuote has expanded the reports that can be exported into a single Excel file at one time. This latest enhancement adds the following four reports to the multi-tab Excel export:

• Side by Side
• Side by Side Detail
• Multi Option
• Final Rates

The following screenshot has these four reports highlighted in yellow:

On the Proposal Options page, the reports available within a single Excel file will have an Excel icon next to their name. To generate a multi-tab Excel export, simply select any of the reports with the icon & then click the “Excel Export (beta)” button on the bottom of the page.

Keep in mind that during this roll-out process, you can still export reports without the Excel icon. However, those reports can only be exported one at a time by using the "Convert to XLS" button.

For questions on this enhancement, please contact a member of your B&P Sales Team - 888.722.3373.