Approved requests can be exported as a formatted PDF — useful for sharing approved pricing with a customer, attaching to a proposal, or keeping a printable record of the decision.

When PDF Export Is Available

PDF export is available on requests with an Approved status. Drafts, Pending, and Denied requests cannot be exported as PDF.

How to Export

1. Open an approved request.
2. Click the Export dropdown in the page header.
3. Select Export as PDF.
4. The PDF generates and downloads to your browser’s default download location.

What the PDF Contains

The exported PDF is a clean, formatted document that includes:

• Request header — Request name, request type, submitter, and date approved
• Approval summary — A confirmation that all approval levels were satisfied, with approver names and approval dates
• Line items table — Product names, quantities, list prices, requested prices, and discount percentages for each item
• Totals — Extended list value and extended requested value across all line items
• Organization name — Your organization’s name as configured in Organization Settings

The PDF does not include internal notes, custom field values, or the full approval history log. It is designed as a clean customer-facing or proposal document, not a full audit record.

Sharing the PDF

Once downloaded, the PDF is a standard file you can attach to an email, upload to a proposal tool, or save to a shared drive. DiscountFlow does not send the PDF directly — downloading it is the first step.

Printing

To print the request, export it as PDF first and then print from your PDF viewer. The PDF is formatted for standard letter or A4 paper.