Prospecting Tool: Export Marketing Audit To PDF
complete
C
Cem Er
Currently we can only see the report generated for a business in the prospecting tool - Ability to export or email the report generated would be great.
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R
Reshma K
complete
K
Keith Besherse
Reshma K, please provide link to the help doc. Thank you.
R
RevEx Group
J
Josh Erdman
There's now a PDF export in the prospecting tool but it is missing key sections (like website performance - which is in the prospecting results, but not the export)
It is also ugly. It should at least include our agency Logo at the top and key contact info in the footer of each page.
A
Aaditya A
Josh Erdman we understand your concern about the missing sections and the overall look and feel of the PDF. We are already working on this and rest assured a completely revamped look for the PDF is on its way. You can keep an eye for the upcoming release in next couple of weeks.
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Tim Foy
If it could print or convert to PDF similar to the way it looks at creation, that would be great. Would make a much cleaner presentation
S
Scott Lantow
Definitely would love to have this ability! Or create them a client account they login to the portal and see the audit on their screen, already in the system....? 🤔
R
RevEx Group
in progress
M
Michael Williquette
I would LOVE to have the ability to PDF this report! I am visiting local businesses and would like to walk in with a nicely-formatted report. Attempting to print it (or print-to-PDF) it through my browser is a disaster!
G
G J
Need this!