Publish plan as a PDF
Modified on: Thu, Nov 17, 2016 at 5:59 PM
Bizplan offers the ability to generate a custom-branded PDF of your Business Plan.
- When you're ready to output the plan, simply click on the "Publish" button found on the Plan Settings or any of the Plan pages.
- Select a custom color by clicking on the Brand Color button. This will display a color picker where you can specify the exact color needed.
- Choose whether to include the automatically generated Legal page or not by clicking on the Include Legal Page checkbox.
- Click on the Export PDF button.
- The PDF file will begin to download after 5-10 seconds of processing.
Note: To help you keep track of versions, the system will automatically generate a new version ID each time a PDF is generated. This ID is appended to the PDF file upon output, as well as displayed on the bottom of the cover page.
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