Workbook sync

Sample

Export a deal to the Apolis Excel template, edit it in Excel, and upload it back. Apolis holds the deal: every upload is reviewed and saved as a new version.

Deals are saved in this browser only.

Deal

Choose the deal to export or upload into

The workbook template's own sample: a different deal from the active one, not saved in Apolis. Uploading a workbook while this is selected creates a new deal.

Upload workbook

Drop the Apolis template (.xlsx) here, or choose the file.

Only the Apolis template is read. The file stays in this browser; nothing in it runs.

Choose file

Versions

The template sample is not a saved deal, so it has no versions. Choose a saved deal above to see its versions, or upload a workbook to create one.