Document Export Wizard
Overview
The Export Wizard is used to export both Opportunity ClosePlans and also Account Plans. The Export Wizard provides Users with the ability to export:
PDF files
Editable Powerpoint PPTX files
Editable DOCX files.
Export to DOCX is in beta as of July 2025. To access this feature contact your CSM or send an email to support@backstory.ai
Export PDF
By default, the PDF format is used to render the Account Plans and Opportunity ClosePlans for export.
Below is the description of the export wizard UI elements.
Export Type - Select PDF or PPTX or DOCX Templates
Preset - Optional export preset menu.
Displayed Account Plan Export Section - Can be hidden by toggling the eye icon
Hidden Account Plan Export Section - Can be displayed by toggling the red eye icon
Displayed Account Plan Scorecard Section - Displayed sections may contain both hidden and displayed questions.
Hidden Account Plan Scorecard Question - Questions can be displayed by toggling the eye icon
Name of Section
Arrows icon- Expands and collapses section. Both collapsed and expanded sections will be included and displayed in final export
Eye Icon - Controls whether the section will be included or excluded in the final export
Displayed Scorecard Section
Arrows icon- Expands and collapses section. Both collapsed and expanded sections will be included and displayed in final export
Eye Icon - Controls whether the section will be included or excluded in the final export
Scorecard Question
Eye Icon - Controls whether the Question will be included or excluded in the final export
Export to Microsoft Powerpoint (.pptx) and Microsoft Word (.docx)
Powerpoint and Docx files are based on document templates created and uploaded to individual Templates:
ClosePlan Admin tab > Templates > Export Options
Document Rendering
Uploaded document templates will be available in the Export Wizard to generate editable files (PPTX, DOCX).
All uploaded document templates will be selectable for rendering.
In this example:
PDF (The default export)
A Template that was created and uploaded (Called: Executive)
View Document Templates (See below for more information on this selection)
In the above example, clicking the PDF Icon reveals menu items.:
PDF (This is the default export)
Executive: This is a Template that was created and uploaded (Name of the Template: Executive)
View Document Templates (See below for more information on this selection)
View Document Templates
Displays what data is available for usage and provides functionality for prototyping custom document templates.
Prototyping is available only if Lightning Web Security (LWS) is enabled.
Document Templates (currently in Beta, March 17 2026)
Data Explorer
The Data Explorer is a key to all data found in the Account Plan from where you can copy the data paths.
The Data Explorer tab displays the current data structure and information from the Account Plan or Opportunity that can be sent to the export.
The Data is listed under its Header and Subheaders.
When an individual item is selected from the searchable list, the path to the element can be clicked and copied to the clipboard for use in the Export.
Using the Data Explorer to build a Template
The Data Explorer contains clickable identifiers for all the information that can be exported. By clicking on the information you need, you copy a data path to that information. This Data path is then added to your PPTX or MSWord templates to dynamically display the information from your ClosePlan or Account Plan.
Go to your ClosePlan or Account Plan.
From a ClosePlan or an Account Plan, click the export button
Example from an Opportunity ClosePlan:
Click on the down arrow next to the PDF icon and then ‘View Document Templates’.
The modal will open to the Data Explorer tab:
As shown in the Closelan image above, each question has an answer. For example, by clicking through the Data Explorer we can find the Question Text and the Answer for Question 2.
This info is displayed by clicking
scorecard
c (represents ‘Category’)
General Scorecard Questions (The name assigned to the Category)
q (represents ‘Questions’ in this Category)
Question2
label - The text of the question
textAnswer - The answer provided to the Question
To copy the data path to the Question2 label click on ‘label’ and the data path is automatically copied
Place this data path into your template to display the text of the Question
To copy the data path to the answer for Question2 click on ‘textAnswer’ and the data path is automatically copied
Place this data path into your template to display the text of the answer
Example of how the data paths look in the Template:
Question 2: |
{{scorecard.c.GeneralScorecardQuestions.q.Question2.label}}
Answer:
{{xHtml scorecard.c.GeneralScorecardQuestions.q.Question2.textAnswer}}
Notice that ‘xHtml’ precedes the answer, because this question was a Rich Text question. Without the tag, the question would render as plain text.
Example of how the data paths look in the Export with the information from the Scorecard:
Question 2:
Rich Text Question
Answer:
Lots of RICH text here
* So much
Document Templates
Available Document Templates
Shows a list of uploaded Document Templates. Document Types: PPTX and DOCX
Local Document Templates
Local templates can be used for prototyping or your own customized exports. They are available for all exports, regardless of the exported record and stored in the browser's repository only accessible to you.
Local document templates are immediately available for selection among other document templates.
Help and Resources
Provides support information for Document Templates