Exporting Approved Selections as a PDF document

Instantly generate a professional PDF report of all approved client selections, organized by category and complete with project details, images, and pricing for easy sharing.

Written By Stefan S.

Last updated 11 months ago

You can easily generate a professional PDF report containing all approved selections, organized by category, for any project. This feature provides a clean, client-ready summary of final choices.

Steps to Generate the PDF Report

  1. Navigate to the Project: From your main dashboard, click on the Project you wish to generate the report for (e.g., "Jackson Remodel" in the example image).

  2. Access Selections: In the project navigation menu, click on the Selections area.

  3. Locate the Export Option: On the Selections screen, look for the options menu. This is often represented by a three-dot icon (…) or a direct button near the search bar or the "Add New" button.

  4. Export: Click the Export Selected to PDF option (you will see a PDF icon next to it).

    • Note: This report automatically includes only items with an Approved status, regardless of what filters are currently applied on your screen.

  5. Download: The PDF document will automatically generate and download to your computer or mobile device.

What is Included in the PDF?

The generated PDF is designed to be a comprehensive, professional record. It includes:

  • Header: Your company logo (or the default BuilderPad logo), the Project Name, and the Project Address.

  • Structure: Selections are automatically grouped and presented by their respective Category (e.g., Flooring, Interior Paint).

  • Item Details: For each approved item, the report displays the following columns:

    • Image (a thumbnail of the item)

    • Item Name

    • Unit Amount (Price)

    • Quantity

    • Item Details (Specifications/Notes)