How do I edit my business plan outline?

This article explains how you can edit the table of contents in your business plan.

This data enables our software to build your business plan, which can then be downloaded or exported.

It’s fast and easy to do.

the edit outline module showing the table of contents in the business plan

How does the document structure work?

In The Business Plan Shopour software, your business plan is divided into sections which can contain one or more subsections. 

This organization helps structure your business plan in a logical manner, and makes it easier for lenders or investors to read the document or deep-dive on a specific aspect of your business. 

How does the edit outline module work?

The edit outline module allows you to manage the sections inside your business plan.

Content tab

The content tab enables you to add new sections to your business plan.

You can also rename, reorder, delete or choose to exclude sections from your exported PDF.

Settings tab

The settings tab allows you to change the document title and to include or exclude the table of contents from the document altogether.

Comments & notes tab

The comments & notes tab lets you write important notes on each page that may prove useful at a later point.

These notes can be kept private or shared with other users that you have invited on your account.

Frequently Asked Questions

How do I add a section?
  • Firstly, click on the “content” tab at the top of the page
  • Next, click on the “add a section” button above the table
    • You can give the subsection a title in the table
    • adding a new section to my business plan
  • Finally, press save & close
How do I delete a section?

  • Firstly, choose which section you want to delete from the table
  • Press on the delete icon next to that section deleting an existing section from my business plan
  • Press save & close
How do I re-order a section?

Notes:

You can re-order elements by dragging and dropping them inside the table

To re-order your sections:

  • Click on the drag handle at the beginning of the row using drag and drop to reorder sections in the table of contents
  • Click and hold on the icon simultaneously, while dragging it to your chosen location in the table. 
  • The element should now be placed in your desired position in the table
How do I exclude a section in the PDF?
  • Firstly, choose which section you want to exclude from the PDF
  • Untick the "Include in PDF" icon next to that section excluding a section from my business plan in the business plan shop
  • Press save & close
How do I exclude the table of contents?
  • Firstly click on the settings tab at the top of this page
  • You’ll now see a heading with the title “Do you want to include a table of contents?” choosing to exclude the table of contents from my exported business plan
  • Select the no option
  • Press save & close
How do I change the name of the document title?
  • Firstly click on the settings tab at the top of the page
  • You’ll see a heading named “What is the document title?” changing the name of my business plan document title from bakery
  • Enter your desired title into the text box allocated
  • Press save & close

Go further with The Business Plan Shop

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