Skip to content
Pactly Help Center

Data Exports

When auditors ask for all executed contracts from the last quarter, or finance needs a spreadsheet of contract metadata for their reporting cycle, pulling that data together manually is tedious and error-prone. You need a reliable way to get contract documents and data out of Pactly in formats your stakeholders can work with.

Pactly’s Data Exports give you three ways to extract information: quarterly document bundles (ZIP), contract metadata exports (CSV), and custom reports configured for your organization.

When is this useful?
Legal Ops Your compliance team needs all executed contracts from Q4 grouped by quarter for an audit. You create a quarterly bundle and hand over a single ZIP file instead of downloading contracts one by one.
Contract Admin Finance asks for a spreadsheet of all active contracts with their execution dates and owners. You export the full contract repository as a CSV and send it over in under a minute.
Legal Counsel You maintain a filtered view of high-value contracts. At month-end, you export just that view to CSV for your management report.

Where to Find Exports

Section titled “Where to Find Exports”

All exports are accessed from Settings > Exports in the left sidebar. This is a dedicated exports page, separate from the contract repository.

Exports page showing two sections: Export contract metadata with options to export all contracts or from a view, and Export contract files with quarterly bundles listed by quarter
The Exports page in Settings. The top section handles metadata CSV exports, and the bottom section shows quarterly document bundles with download buttons for already-generated quarters.

Quarterly Contract Bundles

Section titled “Quarterly Contract Bundles”

Quarterly bundles package your executed contracts, negotiation rounds, and attachments into a single ZIP file organized by quarter.

What’s included

Section titled “What’s included”

Each bundle contains all contracts finalized during that quarter. For each contract, the ZIP includes:

  • Executed contract (PDF)
  • Negotiation rounds (DOCX files for each round)
  • Attachments uploaded to the contract

The ZIP is organized into folders by contract, with the filename following the pattern CompanyName_Q#-YYYY.zip.

Creating a bundle

Section titled “Creating a bundle”

Pactly displays a list of available quarters going back to your company’s creation date. Each quarter shows whether a bundle has already been generated.

  1. Go to Settings > Exports
  2. Find the quarter you need (e.g., Q1-2025, Q2-2025)
  3. Click Create next to that quarter
  4. The bundle is processed in the background. Once ready, a Download button appears in place of the Create button.

Large repositories may take a few minutes to process. You can navigate away and come back later to download the file. Quarters with already-generated bundles show a blue Download button, while quarters that have not been generated yet show a Create button.

Contract Metadata Exports

Section titled “Contract Metadata Exports”

Metadata exports produce a CSV file containing key properties for your contracts. There are two options:

  • Export all contracts exports every contract in your repository with a single click.
  • Export contracts from a view lets you select one of your custom views and export only the contracts that match its filters.

CSV columns

Section titled “CSV columns”
ColumnDescription
NameContract name
ReferenceReference number
StatusCurrent contract status
CategoryContract category (NDA, MSA, etc.)
OwnerAssigned contract owner
DateContract date
Finalized atDate the contract was finalized
Approved atDate approval was completed
Executed atDate the contract was executed
SourceHow the contract was created
FileAssociated document filename

The CSV is encoded with a UTF-8 BOM header, so it opens correctly in Excel without encoding issues.

Both options are visible on the Exports page: the Export All Contracts button for a full export, and the Export Contracts From View dropdown for a filtered export based on your saved views.

Custom Exports

Section titled “Custom Exports”

Some organizations have additional export templates configured by their administrator. These appear in a separate section on the Exports page and are tailored to specific reporting needs.

Examples of custom exports include:

  • Legal Tracker exports for matter management systems
  • User list exports for access reviews
  • Funding or financial reports tied to contract data

Custom exports may support date range filtering and can produce CSV or Excel files depending on the template configuration. If you do not see any custom exports, your organization may not have them configured. Contact your Pactly administrator to set one up.

Form Entry Exports

Section titled “Form Entry Exports”

If your role includes the form entry export permission, you can also export form submissions from this page. This is useful for reviewing intake data or reconciling form responses with created contracts.

Section titled “Related”