If you’re working with prospects or customers and need to show the value behind your solution, you’re probably using Cuvama to create value assessments. But it’s not much use if those assessments stay stuck in your account. Whether you’re in sales, customer success, or you just drew the short straw for “value spreadsheet person,” here’s how to actually get those assessments out of Cuvama and into the hands (and inboxes) of your stakeholders.
This guide cuts through the fluff and walks you through exporting and sharing value assessments from Cuvama, what works (and doesn’t), and how to avoid common headaches.
Why bother exporting value assessments?
Let’s be honest: stakeholders don’t want to log in to yet another tool just to see numbers. They want a clear, shareable snapshot—something they can read, forward, or drop into an exec meeting. Exporting from Cuvama lets you:
- Keep everyone on the same page without extra logins or confusion.
- Speed up approvals and buy-in by making the value crystal clear.
- Document decisions for later, so you’re not redoing work every quarter.
Now, let’s get into the nitty-gritty.
Step 1: Finish and Review Your Assessment
Before hitting “export,” make sure your value assessment is buttoned up.
Checklist: - All key data (costs, benefits, assumptions) filled in? - Customizations or customer notes added? - No typos or embarrassing placeholders?
Pro tip: If you’re presenting to senior folks, keep the assessment tight—lose the internal notes or fields that don’t add value. They’ll only distract.
Step 2: Find the Export Options in Cuvama
Cuvama offers a few ways to get your assessment out:
- PDF Export: Good for quick sharing—everyone can open a PDF.
- Excel/CSV Export: If someone wants to slice and dice the numbers.
- Shareable Link: Sometimes you don’t need a file—just access.
Here’s how to find your options:
- Open your assessment in Cuvama.
- Look for the “Export” or “Share” button—usually at the top right.
- Click and choose your format.
What works? PDF is usually the safest bet—no formatting drama, no “why does this look weird on my phone?” issues. Excel/CSV is best if someone wants to play with scenarios. Shareable links are hit-or-miss; not all stakeholders want to follow a link to a web tool.
What to ignore? Don’t waste time exporting fancy PowerPoints unless you know your audience lives in slides. Most folks just want the numbers and key points.
Step 3: Tweak the Export Settings
Here’s where you can avoid some common pain:
- Select what to include. Cuvama often lets you choose which sections, charts, or fields to export. Less is more.
- Remove sensitive info. Double-check you’re not sharing internal comments or data you shouldn’t (like pricing models you don’t want in the wild).
- Branding. Some companies like to slap a logo on their exports. If it matters to your stakeholders, do it—otherwise, you can skip it.
If Cuvama prompts you for export layout or advanced settings, only bother if your recipient cares (e.g., they want granular breakdowns, or a summary only).
Step 4: Download and Check Your Export
Don’t just assume the export worked—open the file yourself.
- Are all the right numbers there?
- Any formatting issues? (Especially in Excel/CSV.)
- Is the file name clear? (Not something like “Assessment_Final_v2_REAL_FINAL.pdf”)
If something looks off, redo it. Nothing kills trust faster than sending out a broken or incomplete file.
Step 5: Share with Your Stakeholders
Now, actually send it! Here’s what works best:
- Email attachment: Still the gold standard. PDF is almost always safe.
- Link (if needed): If you’re using a shareable link, explain what to expect (e.g., “Click to see the interactive version, no login needed”).
- Slack/Teams: Fine for internal folks, but don’t assume all stakeholders check these.
What to avoid: - Don’t just drop the file with zero context. Add a short message: “Here’s the updated value assessment—see page 2 for your team’s projected ROI.” - Don’t send massive files—if it’s over a few MB, consider a compressed version or a link.
Step 6: Track Feedback and Version Control
Once you’ve shared the assessment, keep things organized:
- Save a copy of what you sent. That way, if someone comes back months later, you know what you shared.
- Track feedback in one spot. If you get questions or changes, update your working copy—not the one you already sent.
- Resend only when needed. Don’t spam people with every tweak—wait for real updates.
Pro tip: If a stakeholder wants an editable version (e.g., Excel), warn them that the formulas and formatting may not survive the export. Offer to walk them through the changes if things get messy.
Honest Takes: What Works, What Doesn’t
A few things to keep in mind so you don’t waste time:
- PDFs work for almost everyone. They’re ugly-proof, and no one can “accidentally” change numbers.
- Excel exports rarely look perfect. Formatting, formulas, and charts can get wonky. If you need a perfect Excel, be ready to tidy it up.
- Shareable links are hit-or-miss. Some stakeholders love interactive dashboards; others just want an attachment. Ask before you send.
- Exported PowerPoints are rarely worth it. Unless your customer asks for slides, it’s just extra work.
Common Pitfalls (and How to Dodge Them)
- Sending outdated exports. Always double-check you’re sending the latest version.
- Sharing confidential info by accident. Triple-check export settings.
- Assuming everyone loves the same format. Ask stakeholders what they want before exporting.
- Ignoring mobile users. PDFs are usually easiest to read on a phone.
Pro Tips for a Smoother Process
- Create a template email for sharing assessments—saves you time and ensures you always include the right context.
- Bookmark the export location in Cuvama so you’re not hunting for the button every time.
- For big deals, schedule a live review (call or screen share) instead of just sending the file. Cuts down on back-and-forth and confusion.
Wrapping Up: Keep It Simple, Iterate
Exporting and sharing value assessments from Cuvama doesn’t need to be a marathon. Stick to the basics: clean up your data, pick the right format, check your work, and give stakeholders just what they need—nothing more, nothing less.
Don’t stress about making it perfect the first time. Most folks care about the numbers and the story, not the font or the color scheme. Share, get feedback, and improve your process as you go. That’s how you actually move deals (and relationships) forward.