Custom extraction prompts: Capture the data that matters most to your business
Reviewed by:
Ashley Kemper
SVP of Marketing
Contracts don’t all look the same. A procurement team needs cost center codes, while a legal team might need governing law clauses. A renewal clause in one industry looks nothing like one in another. The data points that matter to your team — the ones you need to track, report on, and act on — might not exist in any standard field set.
PandaDoc’s AI data extraction already pulls 120+ data points automatically. But “Payment Terms” might mean something different in your contracts than it does in a generic template, and the internal categories your operations team needs to filter by don’t exist anywhere out of the box.
That’s what Custom Extraction Prompts is for.
See what’s happening in your contracts
Take Dana, an operations manager at a mid-sized company. Her team owns the tools and processes every department uses to create, send, and sign agreements: sales contracts, HR offer letters, vendor agreements, and everything in between.
They already use AI data extraction to pull effective dates, counterparty names, contract values, and more. But the standard fields only go so far. Finance needs specific payment structures broken out, while the operations team searches contracts by PO number, a field that doesn’t exist anywhere in the system yet because it’s unique to the business.
With Custom Extraction Prompts, both can become standardized fields in minutes, pulling automatically from every contract in the repository.
Dana can open the Payment Terms field, see exactly what PandaDoc’s AI is looking for, and update the instructions to match how their contracts are actually written. Then she can build a new PO number field from scratch by writing a simple prompt that tells PandaDoc what to look for. She can test it on a contract to confirm it’s pulling correctly, then toggle it on.
How it works
Workspace admins can do two things with Custom Extraction Prompts:
Edit the prompt behind any of the 120 standard fields. You can see exactly what PandaDoc is looking for, so if a field isn’t returning what you need, you can adjust the instruction once and it applies to contracts moving forward.
Create entirely new fields for data PandaDoc doesn’t extract by default — internal classifications, counterparty-specific terms, or anything your contracts contain that your team needs to track.
If it’s in your contracts, you can build a field for it.
Get started
The more your contract data reflects how your business actually works, the more useful your whole repository becomes — better reports, sharper search, and renewals that don’t slip through.
PandaDoc CLM and Custom Extraction Prompts are available now.
New to PandaDoc? Request a personalized demo from a product expert to see how PandaDoc can automate your contract management.
Author
Maggie Brennand
Senior Product Marketing Manager, AI & CLM
Maggie Brennand is the Senior Product Marketing Manager, AI & CLM at PandaDoc, where she helps teams understand how they can use AI to work smarter every day. Away from the office, she’s often found drinking too much coffee and exploring the outdoors with her dog, Pepper.
Reviewed by
Ashley Kemper
SVP of Marketing
Ashley Kemper leads the global Marketing team at PandaDoc. She's built and scaled marketing programs from the ground up at Asana and launched new brands at Double and HyperComply. Before moving into marketing, she spent years as a digital media producer and graphic designer at National Geographic, Agence France-Presse, and Government Executive. Fun fact: Ashley has survived five cross-country moves with her wife, Malorie, and their French Bulldog, Frannie.
