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Explorer ⭐️
September 12, 2024
New Idea

Customer-Facing Success Plan PDF View

Related products:CS Success Plans & Customer Goals
  • September 12, 2024
  • 1 reply
  • 54 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.

1 reply

mobrien14
Helper ⭐️
January 13, 2026

For some of our internal-facing Success Plans, we also share with other internal stakeholders including our ELT & CEO. Having an option to export to .PDF (or adding functionality to CoPilot) would be preferred over trying to get Success Snapshots in a functional format.