Feb 25 2025 - WIP
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Overview
Export Document Templates info
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ClosePlan Admin Export Options
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Name of ClosePlan Opportunity Template or Account Plan Template
Export Options tab
Presets - Shows preset export options
Document Templates (Beta, Feb 25 2025) - Shows available PPTX/DOCX Templates
Create Export Preset
Click the Add button on the right side of the Presets section
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Name - Name of the Export Preset
Description - Optional description
Default - Check if
Default for AP Export - Check if
Active - Must be checked to use Preset.
