PERSUIT offers a variety of areas within the platform where users can download and export information for further use. Having the ability to download your data makes it easier to conduct deeper analysis, maintain internal documentation, share insights with colleagues, and support reporting needs. Here is a full list of exports and downloads available by feature.
Drafted RFPs
- Preview > Export As Word
- Preview > Print/PDF
Published RFPs
- Navigation Bar > Print/PDF
- Navigation Bar > Messages > Print/PDF
- Matter Tab > Export As Word
- Matter Tab > Supporting Documents > Any Uploaded Attachments
- Proposals Tab > Export Proposals as Excel - Simplified Comparison and Pricing
- Proposals Tab > Export Proposals as Excel - Detailed Comparison and Proposals
- Proposals Tab > Export Proposals as Excel - Rate Cards
- Proposals Tab > Export Proposals as Print/PDF - Side-by-Side Proposal View
- Results Recap Tab > Download PDF
- Submitted Proposal > Print/PDF
- Submitted Proposal > Any Uploaded Attachments
- Submitted Proposal > Engagement Letters
Templates
- Published Templates > Preview > Export as Word
- Manage Templates > Unpublished Templates > Export as Word
- Manage Templates > Published Templates > Export as Word
Rate Review Pro
- Drafted Rate Review Pro RFP > Preview > Export as Word
- Drafted Rate Review Pro RFP > Preview > Print/PDF
- Published Rate Review Pro RFP > Navigation Bar > Print/PDF
- Published Rate Review Pro RFP > Matter Tab > Supporting Documents > Any Uploaded Attachments
- Published Rate Review Pro RFP > Rates Tab > Export Firm Cards
- Published Rate Review Pro RFP > Proposals Tab > Export Proposals as Excel - Simplified Comparison and Pricing
- Published Rate Review Pro RFP > Proposals Tab > Export Proposals as Excel - Detailed Comparison and Proposals
- Published Rate Review Pro RFP > Proposals Tab > Export Proposals as Print/PDF - Side-by-Side Proposal View
Engagement Letter Templates
- Unpublished Engagement Letters > Any Attachments Included
- Published Engagement Letters > Any Attachments Included
Insights
- Executive Summary > Total Requests by Month Visual Download
- Executive Summary > Savings by Month Visual Download
- Executive Summary > Request Value by Month Visual Download
- Executive Summary > Request Details Table > Export as CSV and/or Excel
- Executive Summary > Requests in Draft Table > Export as CSV and/or Excel
- Firms > Request Invitations, Participations, and Wins Visual Download
- Firms > Invitation Details Table > Export as CSV and/or Excel
- Firms > Firm Information Table > Export as CSV and/or Excel
- Firms > Firm Submission Details Table > Export as CSV and/or Excel
- Diversity > Requests Awarded to Diversity-Certified Firms Visual Download
- Diversity > Answers to Diversity Questions Table > Export as CSV and/or Excel
- AFAs and Auctions > Requests Using Reverse Auctions Visual Download
- AFAs and Auctions > Requests Using AFAs Visual Download
- AFAs and Auctions > AFA & Auction Details Table > Export as CSV and/or Excel
- Adoption > Top Savings Contributors Visual Download
- Adoption > Top Request Creators Visual Download
- Adoption > Fastest Request Workflow Completers Visual Download
- Adoption > User Report Table > Export as CSV and/or Excel
- Workflow Completion > Users with Requests Awaiting Send (>2 Weeks) Visual Download
- Workflow Completion > Users with Requests Awaiting Firm Selection Visual Download
- Workflow Completion > Users with Requests Awaiting Proposal Feedback Visual Download
- Workflow Completion > Users with Requests Awaiting Completion (>30 Days) Visual Download
- Workflow Completion > Request Status Tracker Table > Export to CSV and/or Excel
Firm Recommender
- Firm Recommender > Export All Data
Business Review
- Business Review > Export as PPT
- Business Review > Activity Breakdown Details > Export Data
- Business Review > Proposal Feedback > Additional Comments Provided > Export Data
Firm Profiles
- Firm Profiles > Individual Firm Profile > Files > Individual File Download
Settings
- User Access > Internal Users > Export as CSV and/or Excel
- User Access > External Collaborators > Manage Access > Export as CSV and/or Excel
- User Access > External Collaborators > Audit Logs > Export as CSV and/or Excel
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