Availability: Starter, 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. To request early access contact andrei.beno@pandadoc.com.
PandaDoc’s CLM is a set of capabilities built around one core idea: your contracts should live in one single, actionable place to become a source of truth for your business, and shouldn't require manual data entry to be useful. When you add a document to PandaDoc — whether it's a new document created in PandaDoc or a legacy file you upload — AI extracts the key data automatically, making everything searchable, reportable, and connected to your renewal workflow from day one.
CLM in PandaDoc currently includes five main capabilities:
Contract repository with AI data extraction — automatically pulls data from your documents
Smart search and filters — find contracts by any extracted data point
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
These aren't separate products or add-ons. CLM capabilities are part of your PandaDoc plan and available 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 — things like 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 across filters and reports right away. No setup, no training the model, no manual data entry to get started. This capability powers full visibility across your business documents and terms, automatically.
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.
Smart search and filters
Once AI extracts your contract data, it's immediately available as filter criteria in your document library. This means you can instantly find and filter your documents — across your workspace — by criteria you wouldn't have had available before.
Select Filters in your document list, then More + to see all available system fields. Add the ones you need — like Governing law, Contract value, or Counterparty name — and filter your entire repository in seconds.
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.
For filtering steps, see Contract repository — Using filters to search documents.
Automated renewal notifications
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 — no manual configuration needed. You can review the suggested date, adjust it, and set up alerts for the right people on your team.
This means contracts don't slip through the cracks because someone forgot to set a reminder. Renewal dates are calculated from the contract itself, not from whatever someone remembered to enter.
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 fields as columns — contract values, expiration dates, counterparty names, governing law, whatever your team needs to track.
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 Contract repository — Creating document data reports.
Custom fields
CLM works out of the box for the 122 system fields the AI extracts. For anything specific to your business — internal cost center codes, custom approval statuses, or any other data point the AI doesn't cover — 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; they're just populated by your team instead of the AI.
For setup instructions, see Contract repository — Setting up custom data fields.
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 queue — it'll be available soon.
For step-by-step instructions, see Bulk importing contracts into PandaDoc.