A spreadsheet is for you. A deck is for your client.

Shared sheets are great for tracking options. They're hard to decide from on a phone. Keep the sheet, and send the client a deck made from it.

The usual way

Sofia – trip ideas (shared)

TripPer personYour thoughts?
Manhattan weekend$1,850…
Brooklyn and DUMBO$1,290…
Montauk$3,400…
 

With rufl

MMeridian Travel

1 of 3

Manhattan weekend

Manhattan weekend

$1,850 per person

City and dining · Dec 5 to 8

Broadway showRooftop dinner

Sharing a sheet vs. sending a deck

A shared spreadsheetA rufl deck
On a phoneSmall cells and sideways scrolling.Made for phones: one option fills the screen.
Getting inShare settings, and often a sign-in to view or comment.A private link. No account needed.
Giving feedbackType in a column, if they find the right one.Tap Interested or Not a fit, and add a note if they want.
Your dataEditors can change or delete cells, and see every column you didn't hide well.Clients can't edit anything. Fields you hide never leave the server.
A groupEveryone edits the same sheet and the first opinion sets the tone.Each person gets their own link. Results show who liked what.
The next stepThey email you, eventually.A button on the shortlist, like Request quotes, sends you the request.
Your brandThe spreadsheet app's look.Your logo and look. On Team and Custom, no rufl name and your own web address.

Spreadsheets win at sorting, filtering and math across lots of options. That's why rufl imports from them instead of replacing them.

Keep the sheet. Send the deck.

Your spreadsheet stays your working list. When it's time for the client to decide, turn the rows into cards.

  1. 1Copy your rowsSelect them in Excel or Google Sheets, or export a CSV file.
  2. 2Paste into a deckCheck which column goes on which part of the card. Up to 100 rows at once, and nothing is uploaded until you save.
  3. 3Send the linkBy email or text. Their yes and no on each option comes back to you.

Questions

Does rufl replace my spreadsheet?

No. Keep tracking options however you like. rufl is the part your client sees: a deck they can decide from in a minute.

Will clients see columns I don't want them to?

Only the fields on the card show, and you can hide any of them per deck. Hidden fields stay on the server and never reach the client's phone.

Can several people review the same options?

Yes. Add each person as a recipient. Everyone swipes on their own link, and the deck's results show how many were interested in each option and who said what.

Turn your next sheet into a deck.