Success Plan / Snapshot 2.0 Export Capabilities

Related products: CS Success Plans

We were excited about exporting success plans with the new 2.0 functionality, but find the lack of configurability to be a bit disappointing. I would love to have the following capabilities added. Anyone agree? Others you would add?







  • Ability to edit color scheme to match our corporate .ppt template





  • Ability to edit font type to match our corporate font





  • Addition of status column to task line items





  • Ability to include plan info





  • Ability to include Gantt chart overall view of plan





  • Ability to have multiple plan owners





  • Ability to move and modify plan sections based on desired layout as a template, instead of manually manipulating each presentation



Thanks in advance for your consideration!



@katepalli tentatively we are targeting  to deliver this before the end of next quarter.


lso, the capability to export a Success Plan in a PDF format. PPTX is not always appropriate for some success plan that are very detail oriented and they dont fit in a pptx slide.