Export to Word

Once a proposal is marked final, the Export step is where you download the Word document you actually send.

Download the final document

Select Download final .docx to get the file. The first time you download a proposal's final document, that moment is recorded: "First exported on {date}. This is when the export step of this proposal's cycle time is recorded. Cycle-time reporting measures from creation to this export date." Downloading again later does not move that date, unless the proposal is re-opened from the Final screen, which clears it so the next final download records a new one.

Every tracked change on the proposal is resolved before the export is built: insertions are kept and deletion marks are removed, so the file you send never carries review markup.

Draft exports, while you are still writing

Before a proposal is final, the editor toolbar carries its own Download Draft .docx button, for sharing a work-in-progress copy.

A draft export always carries a large diagonal DRAFT watermark, so it can never be mistaken for the file you send to a customer. Hovering the button states which styling it will use: "Draft export uses your firm's styling and includes a DRAFT watermark." when a template is active, or "Draft export uses default styling and includes a DRAFT watermark." when it is not.

Which styling your export used

On the Export step, a mode line above the download button names exactly what you are about to get:

• Your firm's template, when an export template is active and the file can be patched directly: "This download uses your firm's template ({filename})."
• Your firm's styling, a fallback one step down from patching the template file itself: "This download uses your firm's styling."
• Default styling, in two wordings. When your organization has no export template at all, the line names the work that is outstanding: "This download uses default styling. An Admin can upload an export template in Settings." When a template is already on file but cannot carry this download, because it is not active, or because it can be neither patched nor read for styling, the line is the shorter "This download uses default styling." on its own: the upload is already done, so it is not asked for again.

"Styling limited" on the export template settings page marks a template whose firm styling could not be read from the uploaded file. That template still carries a final export it can be patched into; where it cannot, there is no firm styling left to fall back on, and the download lands on the short default-styling sentence above.

If an export that expected your firm's template has to fall back, a toast says so honestly: "Export complete with firm styling. Your firm template could not be applied." or, one step further down, "Export complete with default styling. Your firm template could not be applied." Either way, you get a document, never a failure.