Contents of the Export to PDF Dialog Box

When you export a proposal as a PDF, you can also finalize draft records from the hubs that are part of that proposal.

Field Description
Page This column lists the pages of the proposal and the respective records on each page.
Record Type This column lists the hubs for the draft records that are included in the proposal.
Finalize Click this link to finalize the specified proposal records before exporting. When complete, the link changes to Done and is no longer active.
Finalize All Click this link to finalize all records in the proposal before exporting.
Continue to Export Click this option to export the proposal and open it. 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.
Cancel Click this option to close the dialog box without completing the record export. If you had finalized any records, that action is not undone when you cancel the export.