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Procore (en-GB)

Portfolio Financials: New Export and PDF Customization Options for Contracts and Change Orders

This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: March 30, 2020  /  Feature Released: April 7, 2020


 Note
This release applies to accounts with Procore's Portfolio Financials product. Please reach out to your Procore point of contact for more information. 

Export Contracts and Change Orders

Procore has added the ability for contracts and change orders in Portfolio Financials to be exported to PDF or DOCX files. Previously, the only way to export information from the contracts in Portfolio Financials was as the SOV, and the contract or change order document itself could not be created or exported within Portfolio Financials. This meant that users had to enter the information for the Contract and Change Order to exist in Portfolio Finanicals, and also use an external source to create the actual documents.

With this release, the contract and change order PDF/DOCX file can now be generated directly within Portfolio Financials and exported as a PDF or DOCX, allowing users to leverage the information in the system and reduce double entry.

Contract Export

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Change Order Export

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PDF Contract Customization Option

If the fields on the default contract and change order documents in Procore do not meet the requirements of your organization, Company Admins can now work with our Custom Solutions team to have a customized PDF form to use instead. One contract template and one change order template can be created per account.
Note: If you are interested in customizing the contract or change order document, please reach out to your Procore point of contact. 

See Also

 

If you would like to ask questions or share any feedback, please contact support-owners@procore.com.