Improved PDF Export | Voters

Improved PDF Export

Dusan Vranjes

Please improve the export quality of PDFs!

Additional formatting like being able to choose which fields are needed in the exported document.

December 12, 2022

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.

July 5, 2024

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?

Mary Davy

It would be helpful if the Summary Footer could carry through To the PDF

Jean-Christophe Witzmann

For pdf other exports it would also be useful to be able to select the fields that need to be exported.

Jean-Christophe Witzmann

Larger Smart doc Text Fields are also cut off. At the Moment the pdf Export is not really useful.