PDF Reports

Generate professional reports, email them to clients, or share a proposal link they can open in any browser.

Generating a Report

  1. Open your project and ensure all measurements are complete
  2. Click "Export" in the project header, choose Full report (the branded PDF with the map, area breakdown, and material estimates), then click Export report
  3. Wait for generation - this may take a few seconds for large projects
  4. Download automatically starts - the PDF saves to your Downloads folder

Subscription Required: PDF export is a premium feature available to subscribers.

Sharing a Proposal

You do not have to download the PDF and attach it yourself. The Share button sits next to Export in the project header. It opens the Share proposal dialog, which has two tabs.

Email PDF

Sends the same branded PDF you get from Export, straight from ProPaving to your client.

  1. Enter the Client email. If you saved a customer on the project, it is filled in for you.
  2. Add a client name and a short message if you want. Both are optional.
  3. Click Send proposal.

The email comes from ProPaving with your company name in the subject, and replies go to your login email address. If you have already created a share link, the link is included in the email too.

Share link

Creates a public, read-only web page for the proposal. Paste it into a text message, an email, or anywhere else. Nobody needs a ProPaving login to open it.

  1. Open the Share link tab and click Create link.
  2. Click Copy and send the link however you like.

A project has one link. Clicking Create link again returns the same URL. The page always shows the current measurements, so if you edit the project after sharing, the client sees the updated version at the same link.

What the client sees

The shared page shows your company header and logo, the project name and address, the customer details you entered, an overview map of the measurements, total area, total linear, a measurement count (with count items if you have any), and a summary table by category. Measurements with Show on customer proposal switched off are left out (the emailed PDF still includes every measurement). Project notes stay private and are not shown. The page ends with a small "Prepared with ProPaving" footer that links to pro-paving.com.

At the bottom is Accept This Proposal. The client types their full name and clicks Accept. ProPaving does not email you when this happens. Open the Share dialog: the Share link tab shows Accepted by with the name and date. If you edit the proposal after it was accepted, the dialog flags it and you can re-share so the client can accept the updated version.

Turning a link off

Open the Share link tab and click Revoke link, then confirm. The old URL stops working right away. You can create a new link later; it will be a different URL.

Limits: sharing requires an active subscription. You can email up to 10 proposals an hour and 30 a day. A proposal PDF larger than 18 MB cannot be emailed; download it from Export and send it yourself, or split the project into fewer measurements.

What's in the Report

Your PDF report includes:

Project Information

Project name, address, creation date, and any notes you've added.

Map Screenshot

A satellite view showing all measurements with their assigned colors.

Measurement Details

Each measurement listed with name, category, and calculated values (area, perimeter, or length).

Category Totals

Subtotals for each category (e.g., total Sealcoat area, total Striping length).

Grand Totals

Overall totals for all area measurements, linear measurements, and count items.

Text Annotations

Any labels or notes you've placed on the map.

Tips for Better Reports

Name Your Measurements

Generic names like "Measurement 1" aren't helpful. Use descriptive names like "Main Lot" or "North Entrance".

Use Categories

Assign measurements to categories for organized subtotals in the report.

Add Text Annotations

Label important areas on the map so clients understand the scope.

Use Color Coding

Different colors for different work types make the map screenshot easier to read.

Add Project Notes

Include relevant notes in the Properties Panel - they appear on the report.

Position the Map

Ensure all measurements are visible before exporting. The map screenshot captures the current view.

Common Uses

  • Client Proposals: Show detailed measurements alongside your bid
  • Field References: Print for crew members to reference on-site
  • Project Records: Archive measurements for future reference
  • Material Ordering: Use totals to calculate material quantities