PandaDoc’s AI data extraction automatically identifies your document type and pulls out critical data points like effective dates, contract values, and renewal terms.
By transforming your static documents into a structured, queryable database, you can manage your contract lifecycle with higher accuracy and less effort – without the manual data entry.
Watch an overview video:
How it works
When you upload a document to PandaDoc, the AI instantly begins processing it. There’s no manual setup or "training" required to get started.
Note: While processing starts immediately, it typically takes a few seconds (or a few minutes for very large files or bulk imports) for all data to be extracted and appear in the Data panel.
Drop your PDF, scanned document, or create an editable PandaDoc document from scratch or a template. This works for both single files and bulk imports.
The AI identifies the document type (e.g., NDA, MSA, Sales Order).
Relevant information is pulled into the Data panel on the right panel inside the document. Values generated by AI are marked with the AI extraction icon.
Note: The AI supports PDFs, scanned documents (via OCR), and completed PandaDoc native documents in English and several other languages (German, French, etc.).
Supported data fields
Currently, the AI automatically extracts 122 system data fields, including:
Category | Fields Extracted |
Contract Identification & Metadata | Contract Type, Contract Owner, Additional information |
Dates & Timeline | Agreement Date, Expiration Date, Initial Term Length, Renewal Opt Out Period, Renewal Term Length |
Financial Terms | Contract Value, Payment Frequency, Payment Term, Professional Service Discount Total, Subscription Discount Total, Gross Professional Service Total, Net Professional Services Total, Professional Services, Subscription Products, Whether Making or Receiving Payments |
Parties & Contacts | Counterparty Name, Counterparty Address, Counterparty Signer Name, Counterparty Signer Title, Customer Billing Email |
Legal & Governance | Governing Law, Venue, Dispute Resolution, Disputes, Requirements of Law, Government Regulations, Entire Agreement, Execution Method |
Renewal & Termination | Renewal Type, Renewals, Termination for Cause, Termination for Convenience, Termination Notice Period, Termination, Termination for Breach, Notice of Termination, Cancellation |
Risk & Liability | Indemnification, Indemnification by Holders, Insurance, Maintenance of Insurance, Limitation of Liability, Liabilities or Developments, Breach, Force Majeure, Casualty |
Confidentiality & IP | Confidential Information, Confidentiality, Copyrights, Intellectual Property, Data Privacy, Data Protection, Return of Confidential Information, Treatment of Certain Information, Includes Logo Rights, License |
Payments & Fees | Payment, Payment of Obligations, Fees, Other Fees, Late Charges, Attorney Fees, Other Taxes, Taxes, Tax Consequences, Operating Expenses, Transaction Expense Amount, Reimbursement Obligations |
Communications & Notices | Notice, Notice of Adjustments, Electronic Communications, Electronic Delivery, Change of Address, Publicity, Use of Names |
Operational Terms | Performance of Obligations, Service Line, Obligation Action Usage, Purpose, Nature of Business, Premises, Possession, Properties |
Restrictions & Compliance | Assignment, Non Solicitation, Prohibited Transactions, Restricted Payments, Restrictive Agreements, No Inconsistent Agreements, No Oral Agreements, Not a Contract of Employment, Permitted Disclosures |
Contract Management | Amendments or Modifications, Material Changes No Changes, Schedules, Other Documents, Severability, Survival of Agreements, Waiver, Limited Effect |
Special Features & Services | Include SLA, Include Special Terms, Special Terms, Whether Additional Documents, Suppliers, Appointments, Definitions, Disclaimers, Disclosure of Transactions, Return of Materials, Receivables, Remedies, Representation, Reporting Status, Treatment of Certain Refunds, Warranty |
Validating and editing data
To ensure 100% accuracy, you have full control over the extracted results. All AI-extracted data is available in search and reports by default, but you can manually override any value.
Reviewing AI results
Open the document and select Review data on the right panel.
You will see System section containing all automatically extracted by AI values. If you have manually created fields in your account, a Custom section will also appear to house them.
If you see that the document type was not automatically recognized and is set to None, click the Document type dropdown and select the correct type.
Overriding values
If the AI makes a mistake or a value needs updating:
Click into the specific data field.
Type the correction or remove the value entirely.
The AI icon will disappear once a field is edited, indicating the data has been human-verified.
Search and reporting
As soon as the data is extracted, it becomes searchable. You can use these fields to:
Filter your repository (e.g., find all contracts governed by "California" law).
In your document list, click the Filters button.
Click More + to open the data field menu.
Under the System section, check the boxes for the data points you want to filter by, such as Agreement date, Contract value, or Counterparty name.
Click Add filters. You can now click the new filter dropdowns at the top of your list to type in or select the specific values you need.
Note: If you have a custom field and a system field with the exact same name, you’ll only be able to apply one of them as a filter at a time during the beta.
Generate Reports based on contract values or upcoming expiration dates.
Go to Reports and select Document data under the Document Data section.
Click the More + button in the report header.
Under the System section, check the boxes for the extracted fields you want to include in your report, such as Expiration date or Contract value.
Click Add filters to update the report view.
Search for specific counterparties or signers across your entire library.
FAQs and beta limitations
Does this work on my existing (historical) documents?
AI extraction works on all newly uploaded or natively created from scratch or templates documents. Support for running extraction on historical documents already stored in your PandaDoc repository is gradually rolling out. There is no action to take on your end to extract from existing documents, as this process happens in the background. To check if historical extraction has been completed and to start reporting on that data, head to Reports and review a Document Data report by a filter criteria like "Agreement Date". If data doesn't appear in these reports for existing documents, that means your account is still waiting on access and it will be coming soon!
Will this impact my Salesforce/HubSpot integrations?
No. The AI operates alongside your current setup. It does not overwrite manually entered data or disrupt existing workflows. Your current CRM mappings and filters will remain unaffected.
Can I use my own custom Fields?
Yes. You can still create and manually fill custom data fields for information the AI does not yet track.
Are there any known issues?
EU servers: Some accounts on EU-based servers may experience a slight delay in feature availability during the early beta phase.
Are there any extraction limits?
During the beta, there are no enforced extraction limits – you can extract data from as many documents as needed. Once the beta concludes, limits will be introduced based on your plan tier, and you'll be notified in advance before any changes take effect.
Feedback and Support
As an Early access participant, your feedback directly shapes our roadmap.
To provide feedback or report errors: Reach out to your assigned PandaDoc account member.
Technical questions: Contact the CLM Product Manager at andrei.beno@pandadoc.com.
To opt-out: If you wish to leave the Beta, please contact your account manager.