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How to Export Proposal Data to a CSV File
How to Export Proposal Data to a CSV File

Discover how you can export lists of your proposals to a CSV file containing all of the key information.

Russell Henderson avatar
Written by Russell Henderson
Updated over a week ago

You can request an export list of your proposals with key data in a CSV file format to your emails.

This is great if you need to import the key information into other apps or store your data in spreadsheet software such as excel or google sheets. 

How to Export Your Data

Step 1. Go to your proposal dashboard

Log in to the admin section of your app and select the 'Proposals' tab which will bring up a list of your proposals.

Step 2. Export 

At the bottom of the page, click "Export to CSV" 

Step 3. Search for the proposals you want to export

When the export window loads, use the filter options available to ensure the information you need to export is exactly what you need.
Then click 'Request Export' and a copy of the export will be emailed across to your inbox.

If you have any questions, please reach out to us! 😃

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