What export is for
Export gives you a copy of a Quotelixa Pro template pack outside the day-to-day quoting flow. Use it when you want a backup, a snapshot before bigger edits, or a version you can keep safely before changing descriptions, groups, defaults, or prices. Export is not the same as deleting or moving a live pack. It creates a copy so you have something to come back to if you need it.
When to export a template pack
Export a template pack before you make larger changes, especially if you are about to rename groups, remove lines, merge packs, change common prices, or rebuild the structure for a new type of job. It is also useful when you have created a version that works well and you want to keep a clean copy before experimenting further.
Step by step: how to export a template pack
Follow this order inside Quotelixa Pro. Exact labels may vary slightly as the app is refined, but the flow should remain the same. • Open Quotelixa Pro. • Go to the template pack area. • Find the pack you want to export. • Open the pack so you can check it is the correct version. • Review the line descriptions, groups, quantities, prices, notes, and defaults before exporting. • Choose the export option for that pack. • Select the export format or destination if the app gives you a choice. • Save or share the exported file somewhere sensible, such as your device files, cloud storage, or a work folder. • Give the file a clear name so you know what it contains later. • Keep the exported copy before making larger edits to the live version.
What to check before exporting
Before you export, quickly check that the pack is worth keeping. Look for old descriptions, test lines, prices you no longer use, unfinished groups, or notes that only made sense during setup. A messy export is still useful as an emergency backup, but a clean export is much more useful if you need to reuse it later.
Backup before big changes
If you are about to rename groups, remove a section, merge packs manually, or rebuild a template for a different type of work, export first. You can still edit and save inside Quotelixa Pro as usual. The exported file simply gives you a snapshot you can return to if the experiment goes sideways.
Reuse outside the current setup
Sometimes you may want the same layout on another device, another account context, or kept outside the app for office records. Export keeps template management repeatable: you are building a quoting setup over time, not reinventing it every quarter.
How it fits the wider flow
Import brings a pack into your working setup. Edit shapes it around your jobs. Export gives you a copy when you want protection, handover, or a reusable backup. None of this needs to feel technical. It is the same habit as saving a good spreadsheet before you break formulas: practical, not fussy.