- Support Site
- Deals
Export a Layout Tab to PDF
Export a Deal Details subtab to PDF for a point in time record of deal data.
Export any Deal Details subtab as a PDF as needed to share a point in time record of deal data.
💡Things to Consider
Some panels are not able to be exported to PDF including: emails, files, tasks, key dates, notes, and tables.
⚙️Steps
- Navigate to the Deal Details subtab that should be exported to PDF
- Select the ⁝ icon, next to Edit Layout.
- Select Export to PDF.
