Downloading your business plan as a PDF

Your Upmetrics plan can be downloaded as a PDF document, which is useful if you want to save it locally, email it to others, or print it to any printer. The process for downloading your plan to PDF will be slightly different for each browser. We provide general instructions below.

Tip: To open the PDF file, you’ll need to have a PDF reader, such as Adobe Reader, installed on your computer.

Note: If you are using an iPad or other mobile device, you may not be able to download a PDF directly to it. Instead, use a desktop or laptop to download your plan.

Downloading your plan to PDF:

1

In your business plan tool, Click on Download tab: 

2

Preview your business plan and click on the  Download Business Plan button located at bottom-right corner of the page: 

3

After setting up appropriate download options click on Download as PDF button.

4

In the overlay that appears, you'll see the download in progress. Wait for completing all three document downloading steps. 

5

After successful completion, The PDF will display in a new tab in your browser. To download the PDF to your computer, follow the instructions below for the browser you are using.

For Chrome users:

In the upper right corner of the display, click the Download icon:

The file will save to your computer's Downloads folder.

For Firefox users:

In the upper right corner of the display, click the Download icon:

The file will save to your computer's Downloads folder.

For Safari users:

In the  File menu, click Export as PDF.

The file will save to your computer's Downloads folder.

For Microsoft Edge users:

While you can use the hidden "File" menu to download the file, the easiest solution is to right-click on the document displayed in Microsoft Edge and choose "Save as". also you can use the "Save" button as shown

For Internet Explorer users:

Options to open or save the PDF of your plan will appear in a bar along the bottom of the browser window. Select the desired option: