This video explains how to create executive summaries for CapEx requests—concise, customizable documents designed to give decision-makers a quick overview of a proposal. Users can build summaries directly from the CapEx request approval page, choosing layout options, formatting styles, and relevant data fields using a drag-and-drop interface.
Multiple summaries can be created for different stakeholders (e.g., CFO, CTO), and each can be exported, printed, or saved as a PDF. These summaries help streamline approvals by presenting key information clearly and efficiently.
