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

Document digest shows what's waiting on you, what you're waiting on, what finished this week, and which contracts renew soon, on a page in Reports or as a summary in…

Reporting: Document Digest

Keep the document lists you check most as tabs, export them in a few clicks, and put the one you use most first so Documents opens on it.

Save views and arrange your document tabs

Bulk import lets you upload multiple files at once — great for simplifying document creation or storing completed documents you already have.

Bulk import documents to PandaDoc

AI data extraction for Contract repository

AI Search in the PandaDoc AI Assistant finds your documents, reports on them, and reads the terms you ask about, all from a question in plain language.

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

PandaDoc Contract repository simplifies contract management by capturing and filtering key data for easy document search and reporting.

Contract repository

Create your own AI-extracted data fields and change how PandaDoc AI extracts system fields, with prompts you can test on a document before you save.

Create custom AI extraction prompts for data fields

Write clear extraction prompts so PandaDoc AI returns accurate, consistent values for your data fields.

How to write effective data extraction prompts

Contract Lifecycle Management 

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Create your workspace and invite the people you work with.

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

Ship something

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

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

Prototype integrations answer

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

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.