Exporting proposal data lets you access key information in a CSV file format. This is useful for importing data into other systems. You can also store it in spreadsheet software, such as Microsoft Excel or Google Sheets.
Export proposal data to a CSV file
Go to the Proposals and Engagement Letters page of the dashboard.
Click the Download CSV button on the right-hand side.
In the pop-up, select the information you want to export.
Click Request export.
The system sends the CSV file to your inbox.
You'll receive a CSV file containing your selected proposal data for use in other applications or reporting tools.
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