Skip to main content
irit_eizips
irit_eizips
Helper ⭐️
Mar 11, 2015 5:26 PM UTC

C360: Creating multiple PDF exports

One of our CSM who handles hundreds of smaller accounts would like to be able to print multiple PDF files of the C360 view for all of the accounts coming up for renewal in the next 30 days. In other words, it would be very useful for him to setup a criteria (business rule) to have multiple PDF files created and sent to his email. The business case he describes is that he could then go over multiple C360 views quickly.

      9 replies

      svaughangainsightcom
      svaughangainsightcom
      Contributor ⭐️⭐️
      Mar 27, 2015 5:26 PM UTC
      Taking that use case a step further, it would be cool to be able to define a set of criteria (as you would for a UI View) that returned a collection of C360 pages that you could page forward / back through to review quickly.  Similar to the Apple file finder...
      Translate
      sundar
      sundar
      Expert ⭐️
      Apr 19, 2015 8:01 PM UTC
      Absolutely. 

      There are going to be different ways to achieve this.
      Stay tuned, we would have a elegant way to do this in few months.
      Translate
      tom_wix
      tom_wix
      Contributor ⭐️⭐️⭐️⭐️⭐️
      Jul 29, 2015 3:51 PM UTC
      Also, if there was a way to control/configure what is display per c360 page, that would be appreciated.   From what I can tell, there are sections of the c360 page not showing in the PDF and some sections Id rather not show, in some cases.
      Translate
      kiersti_felska
      kiersti_felska
      Contributor ⭐️⭐️⭐️
      Dec 11, 2015 4:42 PM UTC
      along with the requests would also be great if the success snapshot capability also allowed for more than just a PPT template.  Word template would be great too 🙂
      Translate
        danella_stephany
        danella_stephany
        Contributor ⭐️⭐️⭐️
        Apr 20, 2017 2:21 PM UTC
        any update on this? We also want to use the C360 export as a customer facing tool and want to customize two views: one internal and one external. 
        Translate
        abhishek_sivaraman
        abhishek_sivaraman
        Helper ⭐️⭐️⭐️
        Apr 20, 2017 2:33 PM UTC
        Hi All,

        We are looking at something called as an external layout which can be shared externally.

        It will be a web link which you can share with a customer/ even internal non CSM teams who do not necessarily use Gainsight but would like to know about a customer. You can configure the sections based on whom you want to share with and send a link to their email. Is this something which could help you here?

        Thanks
        Abhishek S
        Translate
        leslie_diephuis
        leslie_diephuis
        Contributor ⭐️⭐️⭐️
        Apr 20, 2017 11:22 PM UTC
        We are very interested in that feature provided there is some level of access control so sensitive data is not exposed.
        Translate
        bill_davis
        bill_davis
        Contributor ⭐️⭐️⭐️
        Sep 16, 2018 9:50 PM UTC
        Stop with the Web Links!

        Make the PDF C360 a priority.  

        The WebLink is just being lazy.
        Translate
        lila_meyer
        lila_meyer
        Gainsight Employee ⭐️⭐️⭐️
        Sep 28, 2018 12:24 AM UTC
        Hi Bill, There's a C360 PDF option today:



        Are you referring to something else, or saying that you want to produce these in mass for multiple customers?
        Translate
        Lila Krutel, Dir. Global Education Services
        Terms & ConditionsAccessibility statement