Availability: Business and Enterprise plans

Common use cases:

Create a quote based on a proposal
Convert a proposal into a contract
Generate an invoice out of a proposal
Renew a subscription sending a new contract, etc.

What will be passed:

Variable values
Pricing table items
Recipients
If the original document is created from a CRM, the new document will be attached under the same record in the PandaDoc module (exception: Pipedrive, Salesforce and HubSpot)

Note: Field values won’t be passed on to the new document.

Create a document based on another document

Follow these steps to create a new document with the data from an existing one:

Open the document you’d like to transfer data from, then select three vertical ellipses at the top right and choose Transfer data to
Choose a template that you’d like to create a new document from (please see the requirements below to make sure the data will be transferred)
Optional: assign recipients from the original document to roles on the new document, click Start editing
There you are! Add changes to the new document if needed and send it out.

Requirements for transferring data from one document into another

You can send out a 2nd document containing data and pricing information from a previous document.

If you are creating a new document from a different template, the two templates must use identical variables - e.g. if one uses [Client.Company], and the other uses [Customer.Company], the data won’t be populated in the new document;
Pricing tables in any template you create a new document from, must have the Data merge enabled.

Warning: There's no way to map pricing tables in the original document with pricing tables in the new document. Thus products from the original document are pushed into all the pricing tables in the new document, e.g. if an original document pricing table 1 contains products A and B, pricing table 2 contains products C and D, then a new document pricing table 1 will contain products A, B, C, D, pricing table 2 will contain products A, B, C, D.

Note: If you have optional items, editable QTY, or Multiple choice enabled for the products in your pricing table, the setting(s) will be transferred to the pricing table in the new document. However, selected options, multiple choice items, or specified quantity of the items in the original document will not be sent to the new pricing table. You will need to update the pricing table in the new document manually.

Have any questions or concerns? Contact our Support team . Or submit your improvement suggestions here.