PDF Export and Sharing
Need a polished document to send via email or keep for your records? ALIVE lets you export any proposal as a professionally formatted PDF — complete with your branding, services, pricing, signature, and even questionnaire responses.
Generating a PDF
- Open the proposal you want to export from the Proposals dashboard
- Click the Download PDF button
- The PDF is generated on the server and downloaded to your device automatically
The PDF includes everything from your proposal:
- Your business name, logo, and branding colors
- Client and event details
- All services with pricing
- Pricing summary with any discounts applied
- Terms and conditions
- Signature (if the proposal has been signed), including the signer's name and timestamp
- Questionnaire responses (if any were submitted)
[screenshot: Example PDF export showing branding and services]
Sharing Your Proposal
There are two main ways to share a proposal with your client:
Share via Link
Every proposal has a unique shareable link. You can copy it and send it through any channel — email, WhatsApp, text message, or however you communicate with your clients.
- From the proposals list, click the share icon on any proposal
- The link is copied to your clipboard
- Paste it wherever you'd like to send it
Share the PDF
If your client prefers a static document:
- Generate the PDF as described above
- Attach it to an email or message
- The client can review it offline
What's Included in the PDF
The PDF is a complete snapshot of the proposal at the time of export:
- Booking details — Event title, date, and location (if linked to a booking)
- Client info — Name and email
- Services breakdown — Each item with description and price
- Subtotal, discounts, and total
- Digital signature — The drawn signature image, signer name, and sign date
- Questionnaire responses — All answers organized by question, with respondent info and completion time
What's Next?
Updated on: 04/06/2026
Thank you!