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hardik_mota
hardik_mota
Helper ⭐️
Mar 15, 2022 3:58 PM UTC
Question

Share/ export Success Plan info as MS Word Document

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

    diane.campbell
    Contributor ⭐️⭐️
    Jun 27, 2022 5:03 PM UTC

    I would also be very interested in this feature!

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    Anil Raj Pujari
    Anil Raj Pujari
    Helper ⭐️⭐️
    Oct 9, 2022 2:59 PM UTC

    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. 

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      hardik_mota
      hardik_motaAuthor
      Helper ⭐️
      Oct 10, 2022 9:18 AM UTC

      Thanks for the reply, @Anil Raj Pujari  

      Looking forward to hear the ETA from you soon. 

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      Hardik
      diane.campbell
      Contributor ⭐️⭐️
      Oct 10, 2022 4:13 PM UTC

      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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