What steps do I follow to publish a web-based version of my business plan using Bizplan? Where do I go to publish my business plan online through Bizplan? How can I create and share an online version of my business plan in Bizplan?
The Publish feature in Bizplan lets you share your completed business plan through a private or public online link. You can customize the look and feel of your plan, choose who has access to it, and even export it as a PDF. It’s the easiest way to professionally present your business to investors, advisors, or team members.
Steps to Publish Your Plan Online
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Log in to your Bizplan account.
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From the left-hand menu, click on Business Plan.
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In the upper-right corner of the dashboard, click the Publish button.
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A pop-up window titled “Publish your plan” will appear with customization and sharing options.
Customize Your Published Plan
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Brand Color:
Click the color box to choose a brand color or enter a specific hex code. This sets the color theme for your published plan and PDF export. -
Online Access:
Use the toggle to set your plan as:-
Private: Only users you invite by email can view the plan.
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Public: Anyone with the link can access your plan online.
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Invite People:
Enter email addresses to send a private invite link to collaborators or stakeholders. -
Copy Link:
Use the copy icon next to the URL field to grab your shareable plan link.
Export Options
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Click Export PDF to download a branded version of your plan as a PDF document.
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Click Done to save and close the publishing panel.