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)
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