QuelvoDocs

Export & print

Quelvo makes it easy for clients to take their data with them — either as a PDF of a single record or as a CSV of the full table. Both features work without any configuration from the dashboard.

Save a record as PDF

On any record's detail page, clients see a Save as PDF button in the top-right corner.

Clicking it triggers the browser's print dialog, pre-configured for clean output:

  • The portal navigation, header, and comment thread are hidden.
  • White background and dark text, regardless of the portal's theme.
  • Page margins set to 24mm on the sides and top/bottom for a clean margin.
  • Images and section blocks are kept together (no awkward page breaks in the middle of a block).

The resulting PDF file is named after the record's title (e.g. Q3 Campaign Brief.pdf).

What appears in the PDF

  • Record title
  • All visible properties (shown as a summary block)
  • Full page content (text, images, headings, bullet lists, tables, embedded files)

What's hidden in the PDF

  • Portal navigation bar
  • Comment thread
  • The "Save as PDF" button itself
  • Any .print-hide elements

Tips for better PDFs

  • Use headings in your Notion page content to create clear sections in the PDF.
  • Avoid very wide images — they may overflow the PDF margins on some printers.
  • The PDF respects page breaks: headings never split across pages, and images don't break mid-block.

Download table data as CSV

Clients can export the current table view as a CSV file. The export button appears in the toolbar of the Table layout.

The CSV includes:

  • All visible columns (hidden columns are excluded — same as the table view).
  • All rows that match the active filters and search — not every row in the database.
  • The current sort order is reflected in row order.

Column headers use the client labels you've configured, not the Notion property names. If you renamed "acct_mgr_v2" to "Account Manager" in the Columns settings, the CSV header says "Account Manager".

Format

Standard RFC 4180 CSV, UTF-8 encoded. Dates are ISO 8601 strings. Multi-select values are pipe-separated (e.g. Design|Development|Strategy).

CSV exports respect your data settings

If you've hidden a column or filtered rows for a specific client, the CSV reflects those same restrictions. Clients can only export what they can see — hidden columns are never included.

Plan availability

Both PDF export and CSV download are available on all plans (Starter, Pro, and Agency). No configuration needed.

PreviousSearchNext Analytics