Sharing, exports and client tracking
Three ways to get a proposal to a client, and what each one lets you see afterwards.
Who this is for: Anyone delivering proposals to clients, on any plan.
| Method | Plan required | What you can see afterwards |
|---|---|---|
| PDF export | All plans | Nothing. Once the file is sent it is gone. |
| Copy as plain text | All plans | Nothing. |
| Public link | Pro, trial, Team | Whether it is still active, whether it was accepted, and — on Team — the view count and last viewed date. |
Related
- Preview and export a proposalThe preview is the client-facing document; PDF export prints it, and copy to clipboard gives you plain text for email.
- Branding and white-labellingPaid plans remove Byteflare's marks from client documents; the Team plan additionally puts your logo and business name on them.
- Plans and limitsThe real limits enforced on each plan, and what changes the moment you upgrade or downgrade.