Feb 25 2025 - WIP

Export Presets for PDFs

Account Plan Export Presets

Account Plan Export Presets for PDFs allow organizations to create a customized Account Plan export that contain only the information needed for the purpose intended.

Only ClosePlan Administrators can create and edit Account Plan Export Presets.

Note: Account Plan Presets are currently in beta as of March 2025.

Open

Account Plan Export Presets are defined and managed at the Template Level.

Account Plan Export Presets are modified versions of the Account Plan Export and contain information tailored to the purpose of a PDF export. For example:

• Account Plan Export Presets may include specific data that addresses the needs of a QBR, a Deal Review or any standard repeatable Business Operation in the Organization.

• Account Plan Export Presets may focus on specific Scorecard questions and answers, may include or hide sections, highlight portions of Account Relationship Maps for Client meetings.

Create a new Account Plan Export Preset

• Select the Template and Version from ClosePlan Admin > Templates > In the Template select Export Presets

• Click the Add button - A modal will appear

Open

• Enter the Name, optional Description and indicate if the template will be Default and/or Active

  • Default: Will be automatically selected as the Account Plan Export Preset

  • Active: Can be selected by Users

• Save

Setting the layout for Account Plan Export Preset

• Click on the name of the Account Plan Export Preset

• The Export Preset builder page will open

1. Available Sections - List of sections available for the Account Plan Export Preset

   1. Toggle - Will enable or disable the section. Users will not see, and will not have the ability to add sections that are disabled

   2. Display / Hide - Diplays or hides sections. Hidden sections will not be displayed by default, but may be displayed by User preference.

2. Scorecard - Lists the Categories and Questions in the Template

   1. Scorecard Category - Expanded sections display individual questions. Click the arrow to collapse the Section.

   2. Question - Question set to be hidden in the Account Plan Export Preset

   3. Question - Question set to be displayed in the Account Plan Export Preset

   4. Scorecard Category - Section set to be hidden in the Account Plan Export Preset

   5. Scorecard Sections - Collapsed sections do not display individual questions. Click the arrow to expand the Section.

• Click Save to save the Account Plan Export Preset