Spreadsheet Online

Create and edit spreadsheets in the browser, with formulas, calculations and drop-down lists for controlled entries. Files are organised in a folder tree by project and tag, so records stay findable as the volume grows. Sheets can be linked to business records, then shared with colleagues or customers.

Functions in this module

• Online Spreadsheet Editor
• Formulas And Calculations
• Drop Down Lists
• Cell Styling Options
• Folder Tree Navigation
• Project Based Filing
• Tag Based Sorting
• Excel Import And Export
• Webpage Embed Code
• Share With Teammates
• Sharing Notifications
• Client Portal Access
• Links To Sales Records
• Cloud Repository Storage

Where it fits on the platform

A sheet can be linked to a contract, an estimate, a project, a proposal, an invoice, an expense or a lead, so the working file sits with the record it explains. Data moves in and out through Excel import and export, and shared sheets reach colleagues and customers through the platform.

Used by finance, operations and project teams that keep their working numbers in spreadsheets.