Exporting Contracts
Export contracts and data from DealView in various formats including PDF, Excel, and DOCX.
Export your contracts and data from DealView for offline access, sharing, or integration with other tools.
Export Options
DealView supports several export formats:
| Format | Best For |
|---|---|
| Sharing, printing, archival | |
| Excel | Data analysis, spreadsheets |
| DOCX | Editing, document collaboration |
| CSV | Data imports to other systems |
Exporting Individual Contracts
Download Original File
- Open the contract detail page
- Click Download in the toolbar
- Choose Original File
This downloads the exact file you uploaded.
Export with Analysis
- Open the contract detail page
- Click Download → Export with Analysis
- Choose format (PDF or DOCX)
This creates a document with the original plus AI analysis summary.
Bulk Export
Export multiple contracts at once:
- Navigate to Contracts
- Select contracts using checkboxes (or Select All)
- Click Export in the bulk actions bar
- Choose your format and options
- Click Export
Bulk exports are limited to 500 contracts at a time. For larger exports, use multiple batches.
Exporting Contract Data
Export extracted data (not files) as a spreadsheet:
- Go to Contracts
- Apply any filters to narrow your selection
- Click Export → Export Data
- Choose Excel or CSV
- Select which fields to include
- Download
The spreadsheet includes all extracted metadata for each contract.
Report Exports
Export generated reports:
- Navigate to Reports
- Generate your report
- Click Export in the report viewer
- Choose PDF or Excel
Available reports:
- Executive Summary
- Legal Review
- Finance Audit
- Risk Assessment
- Compliance Report
- Renewal Calendar
- Vendor Analysis
Scheduled Exports
Set up automatic exports (Enterprise plans):
- Go to Settings → Scheduled Exports
- Click New Schedule
- Configure:
- What to export (folder, filter, report)
- Format (PDF, Excel, CSV)
- Frequency (daily, weekly, monthly)
- Delivery (email, SFTP)
- Save the schedule
Scheduled exports are great for monthly executive summaries, compliance reporting, or syncing data to other systems.
Export Permissions
Export access depends on your role:
| Role | Can Export |
|---|---|
| Admin | Everything |
| Member | Contracts they can view |
| Viewer | Read-only reports |
Data Security
Exported files are:
- Downloaded directly to your device
- Not stored on DealView servers after download
- Your responsibility to secure after export
Exported files may contain confidential contract data. Handle with appropriate security measures.
API Export
For programmatic access, use the DealView API:
GET /api/v1/contracts/{id}/download
GET /api/v1/contracts/export?format=csv
See API documentation for authentication and parameters.
Troubleshooting
Export button disabled?
- You may not have permission to export
- No contracts selected for bulk export
Export fails or times out?
- Try exporting fewer contracts
- Check your internet connection
- Large exports may take several minutes
Missing data in export?
- Some fields may not be extracted for all contracts
- Check that the data exists in contract analysis