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How to export your Schedule & Spec Sheets to PDF

Zoe avatar
Written by Zoe
Updated over a week ago

How to export to PDF

Programa will automatically generate a branded A3 landscape export in just a few clicks. The PDF includes a cover page with your studio name and logo, project name, schedule name, notes, disclaimer and the current date.

  1. Head to the 3 dot menu in the top right-hand corner of your Schedule

  2. Click 'Export as PDF'

  3. Switch off any fields that you wish to hide from the list provided. These fields won't appear in your exported PDF

  4. Add any 'Cover page notes' that you'd like to include. These might include the revision number or any other information you feel is relevant.

  5. Click 'Export'

Optional Schedule fields in PDF export

You have the option to show or hide fields in your PDF export. Each column contains several product information fields. When a column is hidden, all the corresponding information fields will not appear in your schedule. Likewise, when a column is shown, all the related information fields will appear in your schedule.

You can choose to show or hide as many columns as you like.

Optional information fields:

Brand Details

Includes the Product Name (given by the brand), Brand Name and Product URL

Supplier Details

Includes the Supplier Company Name, Sales Representative Name and Contact Email

Order Info

Includes the Product QTY, Product Code (SKU) and Lead Time

Product RRP

Includes the Unit RRP and Total RRP

Product Client Price

Includes the Unit Client Price and Total Client Price (note, client price is calculated from your trade price + product markup %)*

* If you want to charge RRP, we recommend toggling on 'Add Markup', ensure you have a QTY of at least 1, then change your Client Price to 0%, and this will automatically recalculate the fields around it. Your Client Price field will now match the RRP, and this is what will present on your PDF export.

Selective PDF Exports

Programa allows you to export specific sections or products within your Schedule as a summary PDF. Here's how to selectively export:

  1. Hover to the left of products or section headers in your Schedule to reveal checkboxes.

  2. Check the boxes next to the items or sections you'd like to export

  3. Head up to the 'Action' button that will have now appeared in the top right-hand corner of your Schedule.

  4. Select 'Export as PDF'

  5. Switch off any fields that you wish to hide, from the list provided. These fields won't appear in your exported PDF.

  6. Add any 'Notes' that you'd like to include on your cover page. These might include the revision number or any other relevant information.

  7. Click 'Export'

Product Spec Sheet Exports

You also have the ability within Programa to export each of your Product details pages to PDF. You can do this individually or in bulk.

Individual Spec Sheet export

There are two ways to do this. The first, from your Schedule Summary:

  1. Click on the 3 dot menu at the end of your product line item

  2. Select 'Export PDF Spec Sheet'

OR

  1. Click the 'Details' button against the product line item in your Schedule - this will open a panel to the right

  2. Select 'Download PDF' from the bottom left of the panel

Bulk product Spec Sheet Export

  1. Head to the 3 dot menu in the top right-hand corner of your Schedule

  2. Click 'Export as PDF'

  3. Switch off any fields that you wish to hide from the list provided. These fields won't appear in your exported PDF

  4. Check the 'Export with detailed product spec sheets' box

  5. Add any 'Cover page notes' that you'd like to include. These might include the revision number or any other information you feel is relevant.

  6. Click 'Export'

  7. You will be emailed a link to download your Schedule package - this may take a few minutes for larger Schedules.

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