Learn how to efficiently filter and export content from Pitchly tables into Word documents.

Pitchly enables users to filter data within tables and export selected records into formatted Word documents, streamlining the document generation process. This guide explains the steps to achieve this seamlessly.

Step 1: Access Your Table

Navigate to the desired table in Pitchly.
Use the filtering options at the top of the table to refine your dataset.

Pro Tip: Use multiple filters to narrow down records to your exact requirements.

Step 2: Select Record to Export

Use checkboxes beside each record to choose what to export.

Step 3: Export the Document

Once records are selected, click the Proposal App from the apps list.
Choose Export on the document style of choice. The Word document will download directly to your device.

Tips for a Seamless Export

Template Customization: Ensure your Word templates are preconfigured with the required dynamic fields for accurate data representation. Visit this resource for tips on how to edit a document template. Additionally, the Proposal Syntax Guide contains a library of all syntax configurations available for Word document templates.