Smartsheet for Investment Teams: Investor-Ready Reports
Make portfolio tracking fast, accurate, and investor-ready.
- •Export investor-ready PDF and Excel reports with grouped summaries so you can share clean portfolio views fast.
- •Keep portfolios automatically sorted and usable even with filters, saving time on manual re-sorts and reviews.
- •Standardize columns and avoid surprises with column templates and sheet usage alerts to prevent breaking limits.
Are you tired of wasting hours in Smartsheet doing the same tedious steps?
SSFeatures makes Smartsheet faster, smarter, and easier to use.
It's a simple browser extension, packed with powerful tools that save you hours every week.
Trusted by thousands of Smartsheet users with hundreds of five star reviews across Chrome, Edge, Safari, and Firefox.
Save hours every week in Smartsheet! Try SSFeatures free today!
Use Cases
Regulated & Audit-Heavy Teams (IT Compliance, Security, Finance) - Export grouped and summarized reports to PDF/Excel with column descriptions, view source-sheet details for traceability, and set usage alerts to prevent outages during audits.
Customer-Facing & Ops Teams (Agencies, Marketing, Service) - Import contact or request lists from Excel/CSV, auto-sort queues as data changes, and reuse column templates so every project and handoff stays consistent and fast.
Technology & Product Organizations (PMs, DevOps, Analysts) - Keep backlogs prioritized with auto-resort and Sort-while-filtered, copy automation workflows across sheets, and export grouped release notes or velocity reports for stakeholders.
Frequently Asked Questions
Start with your most frequent tasks—reporting, imports, sorting, or governance. Then select the matching tools: grouped exports for stakeholder reports, import + templates for setup, auto-sort for live queues, and stats + alerts for compliance.
Yes. SSFeatures runs in your browser and works with your current sheets, reports, and permissions—no tenant-wide changes required.
Yes. SSFeatures operates entirely in your browser and interacts with Smartsheet’s application code. Your sheet and report data isn’t sent to SSFeatures servers, helping you maintain privacy and compliance.
SSFeatures has a 30-day free trial with full access to all features. No credit card or account required—just download and start using it.
Yes. SSFeatures runs entirely in your browser and never sends your Smartsheet data to any outside server. We're also a Smartsheet Tech Partner. Learn more.
After 30 days, you can subscribe to continue using SSFeatures. We'll notify you before the trial ends. Pricing starts at $10/user/month when billed yearly.
Thousands of Smartsheet users across many industries use SSFeatures every day.
"We wouldn't love Smartsheet nearly as much without SSFeature's PDF Generator!! Our business depends on printed Smartsheet reports. SSFeatures has allowed us to successfully continue scaling on Smartsheets without printing workarounds. Our team members that rely on our reports are way happier ever since we started using the PDF Generator. It's great to see there are 3rd parties willing to fill critical gaps in Smartsheet."
Ari Diamond
President of Railing Excellence
"SSFeatures has been a game-changer for our Smartsheet workflows! It’s super easy to use and adds powerful functionality that makes automation and reporting so much more efficient. The developer is incredibly responsive and provides top-notch customer support, making sure everything runs smoothly. It has saved us a ton of time and eliminated a lot of manual work. If you’re looking to get more out of Smartsheet, I highly recommend giving SSFeatures a try!"
Michelle Choate
Senior Manager of Operations at Impact Housing
"Finally found a solution to handle some of the features I have been waiting on for a long time... So grateful to SSFeatures for the Auto-Sort function that has dramatically improved our experience with DataShuttle > Update Dropdowns feature so they are always alphabetized. Column finding/hiding is awesome! Keep up the great work - saving me hours!!!"
Joe Morrell
Independent Consultant at Morrell Consulting
Available for Chrome, Safari, Edge, and Firefox
What is SSFeatures?
- •SSFeatures is a browser extension that makes Smartsheet way easier to use
- •It adds dozens of time-saving features directly into Smartsheet
- •It will save you hours of work every week
Hide / Unhide Columns
Unhide specific columns without using 'Unhide All'.
Automatically Sort Rows
Keep your rows sorted, without manually clicking the sort buttons everytime.
Sheet Stats
See stats about your sheet, so you know how close you are to the sheet limits.
PDF Exporter
Export grouped and summarized reports to PDF.
Import Into Existing Sheet
Import Excel or CSV into your sheet—no new sheet required.
Copy and Paste Automation Workflows
Copy automation workflows between sheets in seconds.
Hear what users say
"I love that someone added features that Smartsheet seems to be unable or unwilling to add."
Ryan Ballew
Program Manager at Verizon
"PHENOMINAL app! A no brainer purchase for any Smartsheet super-user. Auto-sorting a sheet, printing or exporting a grouped/summarized report, SEARCHING FOR COLUMNS BY NAME! All in one packaged app that's controlled within Smartsheet. Amazing. Highly, highly, highly recommend."
Kayla Sweeney
Smartsheet Solutions Consultant at Better Work Week
"All the SS Features are great but for us the PDF Generator was a huge game changer, a large percentage of our work depends on printed reports and the support of PDF generation for smartsheet reports while keeping the grouping & summaries was a must have."
Leiby Hershkowitz
CEO of Superb Developers Inc
Pricing
SSFeatures offers a 30-day free trial for all users with no sign-up or credit card required! After the trial, you can continue enjoying all features with our simple subscription plan.
You can manage your licenses and grant access to your company's domain in the SSFeatures dashboard.
How many users?
Premium Membership
$10/Month (USD)
Billed Yearly
Saves $24 per year
17% discount
Subscribe Now
Enterprise Membership
Do you need more than 50 licenses for your company?
Please contact us and our sales team will reach out to you for more information.
Security and Privacy
SSFeatures runs entirely in your browser and never sends your Smartsheet data to our servers. We're a Smartsheet Tech Partner. Learn more.
Related Resources
| Smartsheet Solutions by Industry | See SSFeatures use cases for your industry: PMO, healthcare, construction, IT, marketing, education, and more. |
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| Smartsheet for Nursing Homes - Faster Care Management | Make Smartsheet for Nursing Homes faster and more reliable with SSFeatures: grouped PDF/Excel exports, quick data imports, and reusable templates. Try it now. |
| Smartsheet for Superintendents - Streamline Field Reporting | Equip Smartsheet for Superintendents with SSFeatures to speed job logs, grouped exports, shared templates, auto-sorting. Reduce rework and speed reporting. |
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