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Exporting Proposals

Release Date ​Apr 8, 2025

Table of Contents

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

Iframe

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.

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

  • File Types

    • 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

  • Custom colors

    • 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

  • 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

  • Color theme

    • If users have custom colors on their partner, they will see an option for this

    • If not custom colors are set, this will be grayed out and defaulted to black and white

  • Optional content

    • Checking any of the slides gets it to show on the PDF and PowerPoint

    • 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 slide - The overall slide is enabled by default but the contact information is disabled. You cannot enable contact information and disable the thank you slide.


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

  • ProductBoard Feature

  • How to use Documentation

    • Help Center

  • Pendo Features

  • Tableau Reporting (if applicable)

  • Goal Tracking (if applicable)