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TermSheet for Microsoft Outlook
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Support Site
Integrations & Add-ins
Getting Started
FAQs
User Management
Best Practice Guides
Integrations
Deals
Deal Configurations
Portfolios
Properties
Tasks
Task Approvals
CRM
Contacts and Companies
Relationship Management
Dashboards & Reports
Report Builder
PDF Reports
Dashboards
Settings
Workspace Configurations
Users and Permissions
Task Settings
Imports
Integrations & Add-ins
TermSheet for Microsoft Outlook
TermSheet for Microsoft Excel
Sharepoint Integration
Dropbox Integration
Single Sign On (SSO)
Egnyte Integration
Custom Objects
iOS - Mobile App
Integrations & Add-ins
Everything you need to know to setup and use TermSheet integrations and add-ins
Map a PowerPoint for DocMerge
TermSheet for Microsoft Outlook
Install the TermSheet Add-in for Microsoft Outlook
Share TermSheet Calendar with Microsoft Outlook
Add a Deal from Outlook
Log an Email from Outlook to a Deal
Log an Email from Outlook to a Contact
See more
TermSheet for Microsoft Excel
Install the TermSheet Add-in for Microsoft Excel
Link a Model in Excel to a Deal in TermSheet
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
Best Practices for the Excel Add-In
See more
Sharepoint Integration
Connect Microsoft Sharepoint Integration
Connect SharePoint to TermSheet
Dropbox Integration
Connect Dropbox to TermSheet
Single Sign On (SSO)
Single Sign On with SAML 2.0
Egnyte Integration
Connect Egnyte to TermSheet
