Software Features

Export Your Manage Screen To Excel

May 10, 2011

Sometimes you just need to bring a printed list of what you have in your pipeline.  Other times you need to run reports in Excel for what you have closed in the last quarter.

At Paperless proposal software We have made this simple as can be now with the Download CSV Report For Excel button available on your manage screen.  Simply search for the set of business proposals you want on your manage screen and hit the button!  Open the CSV file in Excel and report away!

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