Answers / Search & reports
How do I download meeting notes as a PDF or Word file?
Short answer
Open the meeting in Acta. On the notes, click Download PDF. For a report from a template, such as a MEDDPICC report or a PRD, open the Templates tab and click Download to save it as a PDF report, Word (.doc) or Markdown file; Ticket suggestions can also be saved as CSV.
How to do it with Acta
- 1
Open the meeting
Go to My meetings and click the meeting.
- 2
Download the notes
Click Download PDF on the notes.
- 3
Download a report
On the Templates tab, pick a report and click Download: PDF, Word or Markdown.
- 4
Or copy it
Click Copy to paste the report as text anywhere.
What you get
- Notes as PDF
- Reports as PDF, Word or Markdown
- Ticket suggestions as CSV
- Share links for people without Acta
Good to know
Download PDF asks me to upgrade
Downloading notes as PDF isn't on every plan; on plans without it, the button asks you to upgrade.
Can notes go straight to Notion or Google Drive?
Yes. Connect Notion or Google Drive in Integrations.