Availability: Business and Enterprise plans
📣 Gradual rollout in progress: CLM features are being rolled out gradually. If you don't see CLM in your workspace yet, it'll be available soon.
PandaDoc’s CLM is a set of capabilities built around one core idea: your contracts should live in one actionable place that becomes the source of truth for your business, and they shouldn't need manual data entry to be useful. When you add a document to PandaDoc, whether you create it in PandaDoc or upload a legacy file, AI extracts the key data automatically, making everything searchable, reportable, and connected to your renewal workflow from day one.
CLM in PandaDoc currently includes six main capabilities:
Contract repository with AI data extraction: automatically pulls data from your documents
AI search and filters: find contracts by any extracted data point or by the words inside them
Automated renewal notifications: get alerted before contracts expire
Document data reports: analyze contract data across your entire library
Bulk import: upload multiple files at once to store them in PandaDoc
Document digest: see what needs your attention, what you're waiting on, what finished this week and what renews soon, in Reports or from the AI Assistant
CLM capabilities are included in your PandaDoc plan, with no separate add-on, and work across your workspace.
AI data extraction
When you upload or create a contract, PandaDoc AI immediately identifies the document type and extracts critical data points, such as effective dates, contract values, counterparty names, renewal terms and governing law.
All extracted data lands in the Data panel inside the document. You can review it, correct it if needed, and use it in filters and reports right away. You don't need to set anything up, train the model or enter data by hand.
The AI extracts 122 system fields covering:
Dates and timelines (effective date, expiration date, renewal opt-out period)
Financial terms (contract value, payment frequency, subscription totals)
Parties and contacts (counterparty name, address, signer info)
Renewal and termination clauses
Legal and governance details (governing law, dispute resolution)
Risk and liability (indemnification, limitation of liability, force majeure)
Confidentiality and IP terms
For a full field list and step-by-step instructions, see AI data extraction for Contract repository.
AI search and filters
AI search lets you find documents using natural language. Try searches like "auto-renewing contracts renewing in the next 90 days worth more than $50,000" or "documents that mention Acme". AI search looks at extracted contract data and at the text inside your documents.
Learn more in Find and report on documents with AI Search.
Once AI extracts your contract data, you can use it as filter criteria in your document list and filter documents across your workspace by fields that weren't available before.
Select Filters in your document list, then More + to see all available system fields. Add the ones you need, such as Governing law, Contract value or Counterparty name, to filter your whole repository.
This works for both AI-extracted system fields and any custom fields you've created manually. You can combine multiple filters to narrow results exactly the way you need.
To keep a set of filters, select Save view. Your view becomes a tab in your document list.
For filtering steps, see Using filters to search documents.
AI renewal alerts
PandaDoc uses AI-extracted dates and term lengths to automatically calculate renewal dates and set up notifications for you.
When AI extracts an effective date and a term length from a contract, it calculates the renewal date and suggests a notification, so there's nothing to configure. You can review the suggested date, adjust it, and set up alerts for the right people on your team.
Because the renewal date comes from the contract itself, a renewal no longer depends on someone remembering to set a reminder.
For details, see Agreement renewals.
Document digest
Document digest shows where your documents stand, in four sections:
Action required: documents that need something from you, labelled Sign, Send, Fix and resend, or Follow up on expired.
Waiting for others: your documents still out with recipients, with how many days each has been waiting.
Recently finalized: your documents completed or paid in the last 7 days.
Upcoming renewals: contracts renewing in the next 90 days, using AI-extracted renewal dates.
There are two ways to open it:
In Reports. Go to Reports. Document digest opens first, with a card for each section. Select a card to see its documents and charts, filter by status, document type or counterparty, and export the list.
In the AI Assistant. Select Get a digest across all documents, or ask something like "what needs my attention this week?", to get the same four sections as a summary in the chat.
For details, see Document digest.
Document data reports
Build reports based on AI-extracted fields to get a real picture of your contract portfolio.
Go to Reports and select Document data report. From there, you can choose any extracted system field as a column, such as contract value, expiration date, counterparty name or governing law.
Use the More + filter option to narrow the report, for example, to all contracts expiring in the next 90 days, or all contracts above a certain value.
Reports update automatically as new contracts are added and data is extracted. Export to CSV any time.
For step-by-step instructions, see Creating document data reports in the Contract repository article.
Custom fields
CLM works out of the box for the 122 system fields the AI extracts. For anything specific to your business that the AI doesn't cover, such as internal cost center codes or custom approval statuses, you can create custom data fields and fill them in manually.
Custom fields appear alongside system fields in the Data panel, in filters, and in reports. They work the same way, except that your team fills them in instead of the AI.
For setup instructions, see Setting up custom data fields in the Contract repository article.
Bulk importing legacy contracts
If you have existing contracts outside of PandaDoc, you can bulk import them and AI will extract data from those files too. This is especially useful for getting historical contracts into your repository without manually entering data for each one.
Support for historical document extraction is rolling out gradually. To check whether extraction has completed for your existing library, go to Reports and review a Document data report filtered by a field like Agreement date. If data doesn't appear yet for older documents, your account is still in the queue and the data will appear soon.
For step-by-step instructions, see Bulk importing contracts into PandaDoc.