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(Beta) Export Client Contracts

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 In Beta
This content is for participants in the Project Financials: Modernized Experience for Prime Contracts beta program. 
 Limited Release
flag-us.png  The Client Contracts tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

Objective

To export client contracts from a project's Client Contracts tool. 

Background

You can export a single client contract at any time. Reasons you might want to export a single client contract include:

  • You are working on a 'Draft' version of a contract and need to share a copy of it in its current state with a person who does not have access to Procore. 
  • You want to review the contract as it would look when it is printed out. 
  • You have 'Approved' the contract and you want to collect digital signatures from the contracting parties using a PDF and a third-party signature program. 
  • You want to print a copy of the 'Approved' contract because you will be collecting wet signatures from the contracting parties. 

Things to Consider

  • Required User Permissions:
    • To export a single contract to the CSV or PDF file format 'Admin' level permissions to the project's Client Contracts tool. 
    • To export a list of client contracts that you have permissions to see, 'Read Only' or 'Standard' level permissions on the project's Client Contracts tool. 
  • Additional Information:
  • Supported File Formats:
    • Comma Separated Values (CSV)
    • Portable Document Format (PDF)

Steps

  1. Navigate to the project's Client Contracts tool.
  2. Locate the client contract that you want to export. Then click its Number link. 
  3. From the Export drop-down list, select one of these options:
    export-contract-menu.png
    • Contract PDF
      Procore exports the file to the PDF file format and opens the file in a new browser tab. You can hover your mouse cursor over the contract and click the Download icon.
    • Contract DOCX
      Procore downloads a DOCX copy of the client contract to your browser's download location. This option is only available to users with 'Admin' level permissions on the project's Client Contracts tool. 
 Tip

Want to save a copy of the executed contract in Procore?  After you export an 'Approved' contract to PDF and it has been signed by all authorized parties, you can scan the signed contract and upload the digital file to the project's Documents tool. You can also add the signed file from the Documents tool as a file attachment on the client contract in Procore.