Overview: Export Plan Documents

Admins have the option to export the Plan Documents in bulk. To do this, go to:

Plans > Edit Plans > Overview > Export Plan Documents

The document will be automatically exported as a Word Document. Admins can select from the drop-down menu the fiscal year of the plan:

Admins can also select a specific plan and download the Plan Document for all reps associated to that plan under Define Plan.

To export all rep's selected, click the Export button at the bottom, middle of the page:

What is exported is the plan document, based on what is set up in the plan. What appears on this Plan Doc is customized when setting up the Review Plan section, under customize. This document includes:

• Quotas broken down Monthly, Quarterly, and/or Annually based on what quotas are Activated. 
• Define: Payments Names
• Payment Rule Tier
• Plan Modeling
• A user signature section