Question

Share/ export Success Plan info as MS Word Document

  • 15 March 2022
  • 4 replies
  • 71 views

Userlevel 4
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Hi Team,

One of my customer is looking to convert the plan info information to word. Ability to export a success plan to a word document, not just powerpoint template.  A lot of the content in our plans is text heavy. So, characters are not fitting in ppt.

 In addition, we create our success plans with our clients.  Therefore, the ability to export to word would allow for better consumption of the material and easier collaboration with our clients.

Best,

Hardik 


4 replies

I would also be very interested in this feature!

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Though export success plan to MS word is not in short/medium term roadmap, we are working on improving the experience of shared success plan and exporting to success snapshots. 

Userlevel 4
Badge +4

Thanks for the reply, @Anil Raj Pujari  

Looking forward to hear the ETA from you soon. 

Though export success plan to MS word is not in short/medium term roadmap, we are working on improving the experience of shared success plan and exporting to success snapshots. 

Thanks Anil.  I look forward to hearing an update soon!

 

Diane

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