You can now create fully customizable Word exports for your boards. Instead of exporting every column, pick exactly which columns to include, rename headers, and control the layout - then export with one click.

Highlights

• Custom export templates - Admins can create reusable export templates at the organization level, so your team starts from a consistent baseline

• Per-board configuration - Each board can have its own export setup, tailored to that specific workflow

• Smart column matching - When applying a template to a board, columns are automatically matched by type and name - no manual mapping needed for most setups

• Merge fields - Include deal details and key parties (company, target, lender, and more) that get filled in automatically

• Redesigned export menu - The board export menu now clearly separates Excel and Word options, with "All columns" and "Custom" choices under each format