Get your proposal out into Word or PowerPoint, formatted the way you need.
When your proposal is ready, you can export it to Microsoft Word or PowerPoint, using your organisation's template where you have one.
Export your proposal
- Choose 'Export to Word' or 'Export to PowerPoint'.
- Select your template if you're prompted.
- Open the file and check the formatting before you share it.
Tips
- Always open and check the exported file before sending it on.
- Use the current, approved template to avoid formatting surprises.
If something isn't working
- Text looks missing or the template breaks: re-export and confirm you're using the supported template; contact Support with the file if it persists.
If you need a hand, get in touch with our Support team.