How Exports Work

Funderly exposes exports in the places where they make the most sense. The overview area offers a central download menu for idea-level outputs, the business plan editor exposes document exports directly in its header, and financial pages have their own export actions for spreadsheets and formatted reports.

This means users should expect export controls to live close to the content they are trying to download, not only in one global place.

On the overview page, the main download menu can request DOCX, XLSX, PDF, and PPTX where the plan supports them. In the business plan editor, exports are focused on document formats such as PDF and Word. Financial pages support Excel, Word, and PDF exports tied to the financial data itself.

This split is useful because not every export format fits every kind of content equally well.

Funderly checks export entitlements before starting a file download. If the format is not included in your plan, the UI shows the format as locked and routes you toward an upgrade path instead of silently failing.

This is why you may see an export option listed in the menu but still marked with a lock icon or upgrade cue.

When the export request succeeds, the file is generated and downloaded directly in the browser. Some export actions can also trigger follow-up upgrade prompts, but only after the file itself has already been delivered.

That prompt behavior is designed to suggest a higher-tier workflow without blocking the successful export you already requested.

Export after you have checked the latest state of the workspace. For business plans, that means recompiling if the source sections changed. For financials, that means confirming the latest inputs and regenerating projections when needed.

The closer the workspace is to the current truth of the business, the more useful the exported document will be.