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Download documents (classic experience)

Download documents as .pdf

Note: The page limit for PDF file downloads per document is 1000.

There are three ways how you can download your documents as .pdf:

  1. Select the document you’d like to download and select Download at the top right.​

  2. Hover over the document on the far right, click on the vertical ellipses, and select Download from the dropdown.​

  3. Open a template or document, then select three vertical ellipses (⋮) at the top right → DownloadDownload as .pdf

Download documents as .docx

Availability: Starter, Business, and Enterprise plans

You can download your templates or documents as .docx only inside a template or a document.

How to enable/disable: the account owner can enable or disable this feature in Extensions using this link.

Note: You can't download content library items and forms as .docx files.

Open a template or document, then select three vertical ellipses (⋮) at the top right → DownloadDownload as .docx

Known limitations of Quote builder export to .docx

  • Only numbered and bulleted lists in product descriptions are currently supported; other formatting may be lost.

  • Images in the quote table are not yet supported and won’t appear in the export.

Disable document download for recipients

You can disable document download for recipients on a template or document level. To disable the document download option for recipients:

  1. Select Manage at the top of the page

  2. Switch off the toggle for Download under "Recipient permissions".

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