Export to PDF Dialog Box

Draft records are useful for proposals that you send to team members for review. The drafts continue to be updated as contributors change the records. If you attempt to export a proposal that includes draft records, you are prompted to finalize them on the Export to PDF dialog box.

This dialog box only displays when records that are selected for export are still in draft mode. You are not required to finalize records, but it is best practice to do so before sending a proposal to a client so that the content does not change after you send the proposal.

Your browser settings determine how the file is opened. For example, if you export the file as a PDF, it opens in a browser tab or in Adobe Acrobat, depending on your browser settings.