Cakedesk

General

ClientsInvoicesProposalsID formatsCatalog itemsDiscountsQuantities and unitsGross/net pricingEmailsImport clients from CSVCancellationsStrict ModeRevision HistoryFilename formatsDelivery date / service dateMoving to another computerSpacesUsing your own logoImport from web

Templates

OverviewVariablesHelper functionsCustom fieldsTranslation strings

Template Guides

Using EJSHeaders and footersCustom fontsLogos and images

Help

Cakedesk log filePDF export

Proposals

Cakedesk lets you create, send, and manage proposals for your clients.

Cakedesk proposal overview with a proposal list and a preview of the selected proposal.

#Exporting proposals as CSV

Starting with Cakedesk version 1.37.0, you can export all proposals or a selection of proposals as a CSV file.

Open the Proposals overview and click the arrow next to "Proposal" in the bottom-right corner. There you'll find options to export all or only selected proposals as a CSV file.

Proposal list with two proposals selected and the Export CSV menu open.

The exported file contains one row per proposal, including document and client details, dates, totals, and currency. Line items are not exported as separate rows.