Downloading and printing your plan Follow

At any point in time, you have the option to download your plan as either a Word document or PDF file. Once downloaded, you can save the file to your computer or print it out. It's worth noting that the download process also allows you to add additional features to your plan, such as a cover page, a detailed financial appendix, and a table of contents. Additionally, you can print individual reports from your Forecast and Dashboard in PDF format.

When you decide to print your complete plan, you have the flexibility to choose from our selection of 10 design themes. If you opt to apply one of our themes when exporting your plan as a Word document, you can even make detailed customizations such as altering fonts and spacing, or resizing images.

The articles below will show you how to download and print your plan and how to make customizations while downloading: 

• Downloading your plan as a PDF
• Downloading your plan as a Word document
• How do I change the theme of my plan?
• Downloading your plan while your account is on hold
• Choosing which chapters to include in the downloaded plan
• How do I change the formatting of my plan?
• Adding a cover page
• Adding a table of contents
• Adding an Appendix of monthly-detail financials to the downloaded plan
• How do I print my forecast or financial statements?
• Tips for printing your pitch
• Downloading and printing from the Forecast tab