PERSUIT makes it simple to review and compare multiple proposals outside of the platform with an Export function.
There are four exporting options available:
- Excel - Simplified Comparison and Pricing - Choose this option for simplified pricing for each proposal. (This is useful for sending feedback to firms and incorporating into other workflows.)
- Excel - Detailed Comparison and Proposals - Choose this option to get a comparison summary and detailed proposals that include the scorecard, questionnaire and pricing.
- Excel - Rate Cards - Choose this option to get rate card details for each proposal including the starting and final rate. (This option is only available if a rate card is enabled in the request. It includes full rate card items only and not individual hourly rate items.)
- Print/PDF - Side-by-Side Comparison View - Choose this option for a side-by-side view of up to 4 proposals at the same time on a standard landscape letter/A4 page.
Exporting the Request as a Report:
In the Proposals tab of the request, you’ll find the Export button.
When the Export menu expands, choose the exporting option you’d prefer and click Export to download the request.
If you would like to download individual proposals for review, please view this article here.