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New Idea

Customer-Facing Success Plan PDF View

Related products:CS Success Plans & Customer Goals
  • September 12, 2024
  • 0 replies
  • 28 views

When sharing a Success Plan template with a customer, the view is in Gainsight. It would be nice to have an “Export to PDF” or “Share PDF” option to take the components and content out of the Gainsight view and into a customer-facing external document for presenting to the customer on alignment.