From a project's Exports menu, you can turn your selections into documents for clients, contractors, suppliers, and your own records. Select at least one item first. The menu stays grayed out until you do.
đĄ On Core and Core Plus, most PDF exports open in a preview where you can choose what's included and change the look. See Customize the Look of Your Exports.
What You Can Export
Export | Best for |
Spreadsheet (CSV, Excel, or Google Sheets) | Working with your selections in a spreadsheet. Useful for contractors, bookkeepers, and anyone who prefers spreadsheets. CSV files don't include images. Works the same on every plan. |
Line Item Specifications (PDF) | A list of selections with thumbnail images. Use it for proposals, RFQs, and install or delivery lists. |
Spec Package (PDF) | A multi-page package with a spec sheet for each item, for a contractor, purchaser, or client. |
Image Grid (PDF) | A grid of item images with names and Item Codes, for a quick visual of the whole project or one category. |
Reports (PDF) | Item quantities or total costs, by Area or by Type. |
Purchase Order (PDF) | Legacy plans only. A PDF purchase order to send to a supplier. |
Export a Single Item
Two exports aren't in the Exports menu. You'll find them inside an item instead:
Spec Sheet: a spec sheet for that one item.
Image Sheet: a single sheet with one large image of the item.
Exports on Core and Core Plus
On Core and Core Plus, exports open in a preview, so you can see the document before you save it:
Content tab: choose which details are included.
Style tab: change fonts, colors, and image and text sizes, and save the look as a style template.
Share: send a Spec Package as a link your client opens online, or save the PDF to your project's Files.
Good to Know
Presets: you can save your export settings as a preset on every plan. See Save Export Presets (export preview) or Creating Export Presets (legacy plans).
Purchase orders on Core Plus: you create these in Orders, not the Exports menu. See Create Your First Purchase Order. Purchase orders aren't available on Core.
Budget exports: on Core Plus, you export budgets as a PDF or spreadsheet from the Budgets tab.
Canceling: you can stop an export while it's generating. See Cancel an Export.