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PRISM Proposal Enhancement – Multi-Tab Excel Reports

PRISM Proposal Enhancement – Multi-Tab Excel Reports

Nov 11, 2020, 2 Minute Read

When you log into PRISM, our (no-cost) quote service, or work with our expert quoting team, you’ll find new multi-tab Excel report export options that provide you with improved proposal flexibility so you can more easily transfer quote and proposal information to any custom spreadsheet or presentation that you use.

With The Multi-Tab Excel Report, Generate These Proposal Reports:

The new feature can be found on the Proposal Options page in PRISM. Reports with the Excel symbol next to them can be generated in Excel.

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After the proposal reports are selected, scroll to the bottom of the page and click ‘Excel Export’:

 

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On the following page, click on the link for the new report:

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To generate your multi-tab Excel reports, sign in to PRISM. Or request a quote by contacting us at 800.696.4543 or quotes@claremontcompanies.com.

 

Questions?
Contact your Claremont team at 800.696.4543 or info@claremontcompanies.com.


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