Export your current proposals view to a CSV file for deeper reporting and analysis. You can export one row per proposal, or one row per service to see the value of each service across your proposals.
How to export your Proposals view
Both exports use the filters currently applied to your view.
Apply any filters you need.
Click Export, then choose an export type:
Proposals - one row per proposal, including the proposal's total value.
Proposals by service - one row per service, so you can compare value by service or build revenue projections in a spreadsheet.
Ignition emails the CSV file to you.
Note: To export all results, ensure you select the quick filter "ALL".
Please note: If you need to export Classic Proposals, please navigate to the Proposals tab → Export. If you do not know what Classic Proposals are, please ignore this message.
Data included in the Proposals export
Field | Definition |
Proposal Reference | Unique reference for the practice used to identify proposals |
Proposal Name | Free text up to 50 characters |
Proposal State | Status of the proposal |
Client ID | Unique client id |
Client Reference | Unique client reference for the practice |
Client Name | Name of the client record |
Primary Contact Email | Email related to the primary contact of the proposal |
Contact Mobile | Default contact phone number |
Group Name | Group set at the client level from XPM client sync |
Proposal Created At | Date proposal is created |
Effective Start Date | Sets the contract effectiveness date |
Renewal Date | The anniversary date set by the minimum contract length |
Proposal Last Sent At | Date proposal is last sent to client |
Proposal Accepted At | Date proposal is accepted |
Proposal Accepted By | Email of last signatory to sign proposal before acceptance |
Acceptance IP Address | IP address of the user that has accepted the proposal |
Client Partner | User set as Client Partner |
Client Manager | User set as Client Manager |
Minimum Term | The minimum term of the proposal, used as an anniversary date |
Minimum Value (total) | Calculated value of fixed services across the minimum term |
Minimum Value (automatic) | Calculated value of fixed services with automatic billing across the minimum term |
Minimum Value (manual) | Calculated value of fixed services with manual billing across the minimum term |
Payments enabled | Were payments added to this proposal? |
Services | Services created in a Draft, Awaiting Acceptance, Accepted, Lost proposal |
Email template | Name of email template used |
Terms Template | Name of Terms template used |
Client Proposal View Link | Link which directs to the client portal |
Proposal Link | Link which opens the proposal summary drawer |
Indefinite billing | When there is more than one 'active' service originating from the proposal with indefinite billing |
Client Tags | Free text fields used to group clients |
Number of signatories | The number of signatories that need to sign in order for the proposal to be accepted |
Proposal Created By | User who created the proposal |
Proposal moved to awaiting acceptance | If the proposal was moved to awaiting acceptance |
Proposal Sent By | User who sent the proposal |
Proposal Sent Count | Number of times proposal sent to client |
Reminder Sent Count | Number of reminders sent to client |
Proposal Viewed by client at | Date the proposal was viewed by the client |
Email Opened by client at | Date the email was last opened by the client |
Proposal Marked as Lost At | Date proposal was marked as lost |
Proposal Marked as Lost By | User who marked proposal as lost |
Number of active services | Number of services that are still active originating from a proposal |
Payment Required | Is payment required enabled |
Payment Type | Payment type enabled on proposal |
Accepted on behalf of the client | Was this proposal accepted on behalf of the client? |
Accepted on behalf of the client by | User who accepted on behalf of client |
Accepted on behalf of the client reason | Text reason why |
Options | Proposal contains options (Yes/No) |
Options selected | The option that was accepted by the client (1 - 3) |
Create Invoices | Is the create invoices toggle enabled at the client level |
Overdue Manual Billing | Proposal with services where manual billing is overdue |
Proposal Slug | Proposal slug used to identify the proposal |
Data included in the Proposals by service export
The Proposals by service export includes one row for each service on a proposal. Each row also includes the proposal and client details from the Proposals export, so you can filter or pivot by client, status or partner.
This export is useful if you'd like to run revenue projections by service, or see which services make up most of your pipeline.
For example: to see how much upcoming work is worth for each service, filter your view to Awaiting Acceptance, then export Proposals by service. In the spreadsheet, create a pivot table that groups by Service Name and adds up Service Minimum Value. This gives you a total for each service across all your open proposals.
Field | Definition |
Service Option | The proposal option the service belongs to. Proposals without options show the default option name (e.g. Option 1) |
Service Group Billing Mode | How the service is billed: Recurring, Once off or Deposit |
Service Name | The service name as it appears on the proposal |
Service Billing Name | The name used for the service on invoices, if different from the service name |
Service Invoice Strategy | Whether the service is invoiced Automatically or Manually |
Service Is Add-on | Whether the service is an add-on (Yes/No) |
Service Minimum Value | The minimum value of the service, after discounts and excluding tax |
Please note:
For proposals with options, only one option's services are included. Once a proposal is accepted, this is the option the client selected.
The proposal's total minimum value isn't included in this export. The Services column lists every service on the proposal and repeats on each row, so don't add it up. To see total proposal values, use the Proposals export.
You need permission to view proposals to use this export. Learn how to manage roles and permissions here.