How to export a proposal pricing table to excel

Focus:  The focus of this self-help document is to provide you information and steps on how to export information from Step 2 (Pricing table) of a proposal to a Microsoft Excel spreadsheet.

Step 1: Go to Proposals, find the proposal and click on the Proposal name.
Proposals - Proposal Name - Export

Step 2:  This will take you to the Proposal Overview. Over on the right column click “Export Pricing Table to Excel”.

Proposals - Export Pricing table

Step 3: Example of a Microsoft Excel Spreadsheet for this example proposal.

Price Table screenshot

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