This feature allows users to choose their preferred export file type (PDF or PowerPoint), show or hide slides prior to exporting, and set custom branding colors that will apply to all exports.

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Admin users can navigate to a partner and set export preferences for both file types and colors

• At least one file type is required to be selected

• By default, all partners will have all file types enabled

• Only the file types that are selected will be available to export

• By default, no partner has custom colors. The default colors are black and gray

• To select custom colors, users can click the box to open the modal.

  • Use the arrows to change between HEX and RGB colors

  • This interface may vary slightly depending on the browser

  • Clicking “reset colors” defaults it back to black/gray

When users export their Proposals (from either the review page or proposals table) they will see their export options

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• Only the exports selected in the partner preference will show

• Click the arrow to change the export type

  • PowerPoint is the default selection. If PowerPoint is not enabled, then it defaults to PDF.

  • If only one option is enabled, then the dropdown does not show

If users click either export as PDF or export as PowerPoint, a modal will show to customize prior to exporting.

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• If users have custom colors set at the partner-level, they will see an option for select between black and white, and custom colors.

  • If no custom colors are set, this will be grayed out and defaulted to black and white

• Select which slides you want to include in your export:

  • Overview - Enabled by default

  • Why us? - Enabled by default

  • Reporting - Enabled by default

  • Total Budget breakdown by product - This shows the total retail budget spent broken down by product class. Disabled by default.

  • Total budget breakdown by month - Shows the total retail budget spent broken down by month. Disabled by default.

  • Terms and conditions - Disabled by default

  • Thank you - The overall slide is enabled by default but the contact information is disabled.

    • You cannot enable contact information and disable the thank you slide.

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In the partner export section, admin users will be able to enable or disable an additional template for a partner.

• All existing partners and all new partners going forward will have both templates enabled

• At least one selection is required

• This template will impact both the PDF and PowerPoint Export

• All custom color selections will apply to both templates

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If the partner has both templates enabled, they will show on the PowerPoint/PDF export modal.

• The default selection is Template 1

• If the partner only has one template enabled, this section does not show

• Productboard Feature

• Help Center:

  • Exporting Proposals

  • How Do I Add or Change a Color Theme for Proposals?

• Amplitude Feature Monitoring