PandaDoc

Everything you need to manage contracts from upload to renewal — PandaDoc’s CLM capabilities automate the data work so your team can focus on the deals.

Contract Lifecycle Management (CLM) overview

Bulk import lets you upload multiple files at once, simplifying document creation and storing completed documents in PandaDoc

Bulk import documents to PandaDoc

AI data extraction for Contract repository

Use AI Search to find documents by content, filter by AI-extracted contract data, and build custom reporting views.

Find and report on documents with AI Search

Track upcoming contract renewals and get notified before they happen — automatically or with manual setup.

Agreement Renewals (new experience)

Renewal notifications help to see which documents are renewing soon in your document list and set up renewal notification emails.

Agreement renewals (classic experience)

Reporting provides insights into team performance, workflows, documents, and templates, enabling data-driven decisions.

Reporting

Contract Lifecycle Management 

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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