Transfer data from one document to another

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Eugenia Brown
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Availability: Business and Enterprise plans

Sending more than one document per deal? You can generate a new document based on an existing one that will automatically include your client’s data and pricing details.

Common use cases:

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

What will be passed:

  1. Variable values;
  2. Pricing table items;
  3. Recipients;
  4. 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:

  1. Open the document you’d like to transfer data from, then select three vertical ellipses at the top right and choose Transfer data to
  2. 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)
  3. Optional: assign recipients from the original document to roles on the new document, click Start editing
  4. 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. 

  1. 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;
  2. 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.

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

My data is not transferred

If your data is not transferred to a new document, make sure that your template has the same variables as the original document.

I don't see products transferred in the new document

The Data merge must be enabled in the template you create a new document from.

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