You can export one room or a whole project as a PDF or an Excel spreadsheet (.xlsx).
Export a room
- Open the room and click in the top right.
- Under Export, choose Export to PDF or Export to XLSX.
- For a PDF, pick List layout (every detail) or Grid layout (photos only), and Portrait or Landscape. Click List export settings or Grid export settings to choose what goes in.
- Click Export room.
On Free, a PDF has "Created with densy.io" at the bottom of each page; on Densy Plus it doesn't, and it can carry your logo.
Export the whole project
A project export puts every room into one PDF or one spreadsheet. It needs Densy Plus.
- Open the project, click in the top right and choose Export to PDF or Export to XLSX.
- Choose the settings, the same as for a room. A project PDF can start with a cover page: leave Include cover page ticked.
- Click Export project.
Export entire project in the same menu packs a spreadsheet for every room, all project files and every product's photos into one .zip. Click Start export; the download link comes in a notification and works for 7 days. It's your own backup, with hidden products and trade prices, so don't send it to a client.
What you can choose in a PDF
List layout is a list of products with their details and prices. In its settings you switch on and off Show prices, totals, services, Show alternative options, each product detail, custom specs, product links, client notes, your logo and the date.
Grid layout is a page of product photos, with no prices or details. You choose the Image size and whether to Divide into sections. Products without a photo are left out.
Projects with markup mode
When a project has Markup mode on, the list layout asks for an Audience:
- Client copy: the prices your client pays, without your trade discount, markup or profit. This is the default for a PDF.
- Internal copy: your trade price, markup and profit next to each client price.
The file name of an internal copy ends in -internal, so you don't send the wrong one.
What you can choose in a spreadsheet
A spreadsheet always has quantities and prices; in its settings you choose the rest, such as Show images, links and alternatives. With markup mode, it starts on Internal copy: switch to Client copy before you send it to a client.
What's in an export
- Products you've hidden with Hide from clients are left out of PDFs and spreadsheets. Rooms hidden from clients are included in project exports.
- Image rows aren't in PDFs or spreadsheets. The .zip includes their pictures.
- An export is a copy of that moment. If you change the project later, export again.
A PDF has its own settings and doesn't follow a client's permissions on their link. For those, see How do I control what a client can see and do?