Feb 25 2025 - WIP

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Overview

Export Document Templates info

ClosePlan Admin Export Options

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1. Name of ClosePlan Opportunity Template or Account Plan Template

2. Export Options tab

3. Presets - Shows preset export options

4. 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

• 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.