Improved PDF Export
Nate Montgomery @ SmartSuite
Merged in a post:
Export Format
Office | Pivot Yes
I would like to be able to work on the format of the export it should be more presentable to send to a client. There should be an option to add the company logo, be able to update the format etc.
Office | Pivot Yes
Hey Jon Darbyshire,
Thanks for reaching out. Here are the key points regarding the export functionality:
1.Line Items List: I'm currently working on this, but I believe the export option should be applicable to all exports. If the document needs to be presented to the client, it should reflect the company's formatting standards.
- PDF Export: The export I am referring to is specifically a PDF export.
- Company Logo: It is crucial that we have the ability to include the company logo on the PDF export.
Filter Display: When adding a filter, it currently shows up as "FILTER BY WHERE Client is exactly [Sample client name]". I would like the option to have it display only the client's name, omitting the filter details.
I hope this clarifies my request. Looking forward to your response.
Thank you!
Jon Darbyshire
Hey Office | Pivot Yes, thanks for your feedback! I have a few more questions for you:
- Could you please specify what elements you would like to be able to customize in the export format?
- What file format(s) would you prefer for the export?
- Could you provide an example of an ideal export format for your needs?
M
Mary Davy
It would be helpful if the Summary Footer could carry through To the PDF
J
Jean-Christophe Witzmann
For pdf other exports it would also be useful to be able to select the fields that need to be exported.
J
Jean-Christophe Witzmann
Larger Smart doc Text Fields are also cut off. At the Moment the pdf Export is not really useful.