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@people.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.
1. Information on PDF Export Presets
2. Information on preset Templates for Account Plans and Opportunity ClosePlans
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
1. Arrows icon- Expands and collapses section. Both collapsed and expanded sections will be included and displayed in final export
2. Eye Icon - Controls whether the section will be included or excluded in the final export
Displayed Scorecard Section
1. Arrows icon- Expands and collapses section. Both collapsed and expanded sections will be included and displayed in final export
2. Eye Icon - Controls whether the section will be included or excluded in the final export
Scorecard Question
1. Eye Icon - Controls whether the Question will be included or excluded in the final export

Powerpoint and Docx files are based on document templates created and uploaded to individual Templates:

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:

Select document template

Resulting Powerpoint report

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)

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.

The Data Explorer tab displays the current data structure sent to the export. It can be used to browse the content and to understand what properties a Document Template can use.
When an individual item is selected from the searchable list, the path to the element can be clicked and copied to the clipboard.

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.