Download and share a proposal (no combined prices)

Download or share a proposal

1. 11. Open the project from Client projects.
2. 22. Check its dates, group size, selected businesses and business notes.
3. 33. Check Share client name with businesses and link viewers before sharing anything.
4. 44. Select Save details.
5. 55. Tick Remove EventPlan branding and business contact details if you want that version of the PDF.
6. 66. Select Download proposal.
7. 77. Open the downloaded PDF and review it before forwarding it.
8. 88. Select Create read-only link if you want a viewable project link.
9. 99. Use Copy link beside the displayed address.
10. 1010. Select Disable shared link when you no longer want that link to work.

Tip: Rebranding applies to the PDF. It does not automatically change the public shared page. Treat a read-only link as something its recipient can forward, and disable it when access should end.

Good to know: The PDF presents each business’s own details and guide rates in project order. Travel times may be estimates. Missing rates need a separate quote from the business, not a zero price. No combined price is created.

Good to know: The client name is included only when you explicitly share it. Business notes can appear in the proposal, so remove confidential internal comments first. The link shows a limited, read-only project view, not your full private workspace or a guaranteed copy of the PDF. Email delivery from the platform is coming soon; copying a link does not email it.

Related guides

• Client projects
• Trade terms and commission