You can download your ProDeal data in various formats for your sharing or reporting requirements:
Checklist (PDF or XLS)
Closing Binder (PDF or XLS)
Room Inventory (PDF or XLS)
To initiate the export, click the ACTIONS button in the top right corner and click the Export button.
You will see a new Checklist Export Screen where you can choose between Checklist (PDF or XLS), Closing Binder (PDF), and Inventory (PDF or XLS).
Select the type and format and click Export, your file will be downloaded shortly.
Checklist Export
This export includes your current filter settings. You can export items filtered by Status, Access, Responsibility, Upload Date, or Custom Column.
PDF FORM
XLS FORM
Documents are now part of this export, so you can't use the Unread filter.
Columns displayed in the exported document are the columns you can see in your checklist at the moment of export.
Closing Binder Export
This export will list all the room documents marked as closed. This data export includes Teams and users with contact information.
Inventory Export
This export will show all the Checklist items from the room you're exporting from.
This kind of export includes a list of all Notes in the room if the Notes feature is enabled in Room Settings. Also, it will show at least the Responsibility and Upload Date columns. Custom Column and Notes columns are displayed if these features are enabled in the room.
Inventory PDF
Inventory XLS export has 5 tabs: Cover page which lists the team, Checklist, Room Inventory (contains documents), Notes, and Contact info of all users in the room.
Inventory XLS
💡 ProTip: All items in the exported (.pdf version) files are hyperlinked. You can click on the item in the PDF file to go directly to that item on ProDeal. Only users with access can use the direct link.