Exporting Project Spec Sheets in thesheet

Learn how to export your project spec sheets to PDF format for easy sharing and presentation to clients or team members.

How to export your project to PDF

Open the project you want to export in Sheet view.
Click the three dots (⋮) in the top right corner of your screen.
Select Export to PDF from the dropdown menu.
- A new tab will open displaying a preview of your spec sheet.
Review your spec sheet carefully to ensure:
- All product information is complete and accurate
- Images are displaying correctly
- Product specifications are up to date
Click the Print button in the bottom right corner of the screen.
In the print dialogue:
- Select "Save as PDF" as your destination
- Choose either portrait or landscape orientation based on your content
  - Portrait works well for detailed product specifications
  - Landscape is better for viewing multiple products side by side
Click Save and choose your preferred save location.

Note: If you notice any missing or incorrect information in the preview, close the tab, return to your project to make the necessary updates, and then restart the export process.

Advanced export options

Filtering products by status

You can customise which products appear in your PDF by filtering them based on their status:

In Sheet view, click the Filter icon in the top right corner.
From the filter menu, you can select multiple filtering options:
- Hide Product Alternatives - Show only main products
- Product Status - Learn more about product statuses
- Product Specifications - Filter by:
  - Category
  - Material
  - Colour
  - Brand
  - Supplier
  - Space
Click Apply to update your view
Follow the standard export steps above
- Your PDF will only include products with the selected statuses

Note: The export feature will include all products currently visible in your sheet view. Adjust your filters before exporting to ensure your PDF contains exactly what you need.

Using Filters Effectively

Filters can help you manage large projects more efficiently. Here are some practical examples:

Focus on Outstanding Items
- Filter out approved and ordered products to concentrate on items still needing attention
Category-Specific Reviews
- Filter to show only specific categories (e.g., furniture) after completing other categories (e.g., finishes, flooring, switches)
Space-Based Organisation
- View products for specific rooms or areas individually
Supplier-Specific Lists
- Create filtered PDFs showing products from specific suppliers

After applying your desired filters, follow the standard export steps above to create your customised PDF spec sheet.

Learn more about organising your project with categories

Tips for a professional spec sheet

Use filters strategically to create different versions of your spec sheet
Ensure all product categories are correctly assigned
Verify that all spaces are properly organised
Double-check that pricing and currencies are accurate
Confirm that all necessary product details are included
Make sure high-quality images are used for all products
Consider the orientation that best presents your content when saving to PDF