Export the progress of documents to Excel


One or multiple contracts and invoices can be linked to a show. This information is visible from the show list overview.

With this update, you can now export the progress of contracts and invoices to Excel.

The new columns are available in the Excel export template.

We reorganized the naming of some mergefields related to linked documents.

  • AppContractOut* > AppContract*
  • AppInvoiceOut* > AppInvoice*
  • AppContractIn* > AppPurchaseAgreement*
  • AppQuoteOut* > AppQuote*

We migrated all Excel and email templates to use changed references. However, Word templates that use these fields should be updated.

about a year ago