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Release Date

Table of Contents

Overview

What

Proposal Export Customization in different file types

Who

All users who create and export proposals in ui.marketing, especially those who need to share proposals with advertisers and clients.

Why

This feature directly addresses a top user request for greater control over proposal exports. By enabling customization, we empower users to:

  • Tailor proposals: Hide or remove specific slides before exporting.

  • Maintain brand consistency: Apply custom branding and formatting.

  • Enhance professionalism: Create polished and client-ready presentations.

Example

As a user, I want to export a proposal as a PDF, but I first need to hide a few slides that aren't relevant to the client. With export customization, I can easily select which slides to include or exclude, ensuring the final exported document is perfectly tailored to my needs.

Walkthrough

Not Included

  • Users creating a custom slide deck, where it is in their own template

  • Unique formatting to the PDF (it currently looks aligned with the powerpoint)

  • Choosing custom colors per export, this can only be set on the partner level

  • Setting export preferences on a division (partner only for now)

  • Additonal export template (coming soon!)

Helpful Links

Include any helpful links that internal users may want to read. Below are some examples. Feel free to delete the ones you don’t need/use:

  • Feature Doc

  • How to use Documentation

    • Help Center

  • Pendo Features

  • Tableau Reporting (if applicable)

  • Goal Tracking (if applicable)