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How to export a document as PDF

Once your document is ready in the Document Builder, exporting it as a client-ready PDF takes one click. Here's how.

How to export a document as PDF

  1. Open the document you want to export.

  2. Review the live preview in the Document Builder to make sure everything looks correct.

  3. Click the Export as PDF button in the top right of the Document Builder.

  4. Your PDF will be generated and downloaded automatically.

Is the PDF ready to send to clients?

Yes. TCB generates clean, formatted PDFs designed to be shared directly with clients, no additional editing required.

Can I re-export after making changes?

Yes. You can return to the Document Builder, make any adjustments, and export a new PDF at any time. Each export reflects the current state of your document.

Will my PDF have a watermark?

On the Free plan, exported PDFs include a TCB watermark. Upgrading to Plus removes watermarks from all your documents. Read Free vs Plus — what's the difference? to learn more.

What if the PDF doesn't look right?

  • Check that your Service Type is properly configured in Settings → Service Types — it drives the content structure of your document.

  • Make sure all fields in the Document Builder are filled in correctly before exporting.

  • If the issue persists, contact the TCB team via the chat widget.

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