<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1033513893378253&amp;ev=PageView&amp;noscript=1">
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!

Related Readings

The Delicate Art of Managing Expectations

This glass half full/half empty brought to you by Flickr user chris_harber
Read More

Enhanced Library Organization

Wouldn't it be great if you could give a file in your library a descriptive name and have another simpler name show in your business proposal?
Read More
Leadership

ClientPoint is pleased to announce we’ve made the Top 250 Microsoft Partners for Inbound Marketing Excellence in 2016

ClientPoint is proud to announce that we have been included in the Top 250 Microsoft Partners for Inbound Marketing Excellence Report. What this . . .
Read More