I would like to be able to upload an estimating spreadsheet, and then have a button to click that would export that spreadsheet with customer contact and project information for use outside of Monday.com.
Right now we have to enter it manually into Monday and manually into the Excel file, so doing it once and clicking to have it save a new file with the customer information in it would be ideal.
I have searched but can’t find any solutions for this. Any help would be appreciated!