Export a Client Contract
Limited ReleaseThe Client Contracts tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options.
To export a client contract to the DOCX or PDF file format.
You can export a client contract to the DOCX or PDF file format. This is useful when you want to print your client contract to obtain a wet signature.
Things to Consider
- Required User Permissions:
- To export a client contract to the DOCX or PDF file format, 'Admin' level permissions to the project's Client Contracts tool.
- To export a client contract to the PDF file format, 'Read Only' or 'Standard' level permissions on the project's Client Contracts tool.
- Navigate to the project's Client Contracts tool.
- Locate the client contract to export. Then click its Number link.
- From the Export drop-down list, select one of these options:
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 funding and click the Download icon.
Procore downloads a DOCX copy of the funding to your browser's download location. This option is only available to users with 'Admin' level permissions on the project's Funding tool.
- Optional: Scan and upload the signed funding into the project's Documents tool for archiving purposes.