Exporting Proposals

Learn how to export proposals in Nexudus. 

You can download any proposal in Nexudus. All the selected proposals are grouped in a XLS file named date_nexudus_export.

 All the proposals in your Nexudus account will be downloaded.

  1. If the side menu is not visible, click .
  2. Click CRM > Proposals
  3. Hove your mouse next to a proposal download and tick any of the checkboxes that appear on screen.
  4. Click Export All from the Bulk Actions menu.
  5. Click Download Export File

Your download starts immediately and should only take a few seconds. You can find your file in the Downloads folder of your device. 

 

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