The LivePlan Blog

LivePlan has some new updates: You can now copy forecast items, add links to your business plan text, and manage GDPR compliance. Here are the details on what’s new this month.

We’re excited to announce that we’ve added a “print to PDF” feature to the LivePlan pitch. You can now easily download a PDF of your pitch in seconds and print it or share it via email—or any other way you’d like to distribute copies for review and feedback.

2019 is off to a great start at LivePlan—our team has been busy adding new features. Now, it’s easy to export your business plan into a professionally-designed Word document, view your payment history, get copies of billing receipts, and access nine helpful new in-app videos.

We’ve just released some exciting updates to LivePlan that make it easier to create new financial forecasts. We’ve also given you a new option to forecast cost of goods sold and improved how we provide help.

There’s something about paper that just makes it easier to concentrate and review data, especially when you need to focus. To get the “paper” experience, we’ve added a new feature in LivePlan that lets you print just your budget and forecast.

We’ve launched several new features that make the LivePlan Dashboard even better. If your business uses QuickBooks Online or Xero, LivePlan can now automatically create a business dashboard in seconds, create printed and PDF reports for board meetings and presentations with your own branding, and automatically create your budget and forecast.

The EU recently enacted the General Data Protection Regulation (GDPR). Here’s how we’re complying with these new regulations, and our continual commitment to your privacy and security.

We’re excited to announce that we’re changing the name of the LivePlan Scoreboard. It’s now called “Dashboard” in LivePlan, and we’re rolling out changes to our help documentation and other areas of our site to reflect that.

This past winter, we launched #LivePlanGives, starting on Giving Tuesday. For each new LivePlan annual package that was purchased between November 28 and December 25, 2017, we put $10 toward funding Kiva microloans to support entrepreneurs around the world. Here are the 19 microloan recipients we funded through Kiva—with your help.

Here at Palo Alto Software, we’ve built our company culture around the importance of giving back to our local community. Here’s how we’re giving back this holiday season—and how you can do the same within your business.