Integrations & Add-ins
Everything you need to know to setup and use TermSheet integrations and add-ins
TermSheet for Microsoft Outlook
TermSheet for Microsoft Excel
- Install the TermSheet Add-in for Microsoft Excel
- Use the Excel Add in to Map Model data to any object in a workspace
- Generate Excel Model from a Deal in TermSheet
- Link Time Series Data to a Deal in TermSheet
- Add or Edit Time Series Values in TermSheet
- Manage Portfolios with the Excel Add In
- Shortcut the Mapping Process on Model Templates via Excel Cut and Paste