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Proposal List View Reporting Overview

From you proposal list view, you can filter your proposals and then export that data to CSV. Navigate to Proposals > View Proposals to get to the proposal list view.

  • To filter the proposal list view data, click the Filter Button in the upper right

  • To export your proposal list view data to CSV, after applying any filters, click the Export Button in the upper right

NOTE: The exported CSV of your proposal list view will include annual contract value (initial + recurring 12-month revenue)

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