Export agreements

Quickly share agreement lists and one-pagers in different formats with colleagues outside of Inpart Deal. This helps prepare for triage meetings and improve reporting.

Overview

Export a standard Excel file

Plan availability: Essential/Advanced
Required user role: Manager/Contributor (see details)

You can export agreements from the master list of agreements to a standard Excel file. Two parameters need to be taken into account to generate a finely targeted export:

• Which agreements do you want to export?
  To define the perimeter of the agreements you want to export, apply filters first before proceeding to the export. You can export all the agreements or only the ones that match the filters.
• Which fields do you want to export?
  To define the perimeter of the fields displayed in the export, add or remove columns in the master list of agreements before proceeding to the export. One column corresponds to one field.

To proceed to the export, click Export at the top of the master list. A pop-up window will appear. From there, you can either choose to:

• Export all available columns (i.e. agreement fields) even if they're hidden in the master list of agreements.
• Export only the columns (i.e. agreement fields) chosen for display on the master list of agreements for a light and finely targeted export.

Then, click Confirm. An Excel export will instantly be downloaded.

[Beta] Export one-pagers

Plan availability: 
Essential: one PowerPoint default template available.
Advanced: custom templates available in PowerPoint, Word, and Excel formats.

Required user role:
Manager

Beta feature:
This feature is only available in beta mode for the current time. Please contact your CSM at Inpart if you wish to enable the beta mode on your Deal platform and try the one-pager export feature.

The one-pager extracts and displays on one slide all the important information recorded on the agreement page in Deal, to review the agreement during triage meetings with your team. You can export one-page reports in various formats (PowerPoint, Excel, and Word).

You have two options to export one-pagers:

• Export a list of one-pagers, from a list of agreements.
• Export a single one-pager, from the agreement page.

To export a list of one-pagers, go to the list of agreements, apply filters if needed, and click Export at the top of the list.

To export a single one-pager, go to the agreement page, click the more options menu at the top right corner of the page, and select Export.

An Export agreements popup will appear. 

For Essential Deal plan users

For the Essential Deal plan users, one PowerPoint default template is available. Select the template and click Confirm.

The export will start in the background and you will be notified once it's complete. The file will be saved in your computer's downloads.

For Advanced Deal plan users

For the Advanced Deal plan users, several templates in various formats might be available depending on how your platform was configured. The last used template is pre-selected by default in the export popup. If none was used, the last created one will be pre-selected. Select the template of your choice and click Confirm.

The export will start in the background and you will be notified once it's complete. The file will be saved in your computer's downloads.

Customize one-pager templates

Plan availability: Advanced
Required user role: Manager with Business Admin rights

Advanced Deal plan users have access to multiple customized templates in PowerPoint, Word, and Excel formats to fit their different agreement types. These templates are created by Inpart.

Please contact your CSM at Inpart to initiate the creation of your customized templates.

Detailed user rights