Find what's inside your contracts by asking
Find what's inside your agreements just by asking
Your agreements contain some of the most valuable business data you have. Not just what's in each one, but what they reveal when you look across all of them. Taken together, they tell you where your business stands: who your highest-value customers are, which deals are at risk, what you owe and what you're owed.
Until now, piecing together that picture meant manually tracking renewals in a spreadsheet or digging through individual files to find a single term. Today, PandaDoc's new AI Search makes getting to that information faster than ever. It goes beyond titles and keywords, making the data inside your agreements searchable in plain language. Ask which deals are going cold, who your top customers are by contract value, or which vendor contracts auto-renew this quarter, and get a direct answer in seconds.
What you can do
AI Search understands what you're looking for and returns the documents that match, but what makes it genuinely useful is the kind of questions it can answer. Ask "which deals are going cold?" and surface agreements with no recent activity before they slip. Ask "who are my top five customers by contract value?" and get a ranked list without touching a spreadsheet. Ask "what's the total value of contracts signed last quarter?" and get the number, calculated across your portfolio. Ask "which vendor contracts auto-renew and have a cancellation notice window?" and get exactly the contracts that need your attention.
You can also refine results in the same conversation: add a column, filter to a specific counterparty, narrow by date range. The results update as you go.
Why it matters
Whether you're managing 20 contracts or 2,000, the hard part was never storing them. It was finding the answer you needed, fast enough to actually act on it. The searches that used to take hours of manual digging now take seconds.
How it works
AI Search is powered by PandaDoc’s AI Data Extraction. When a contract lands in PandaDoc, AI automatically reads it and captures the key data inside: renewal dates, counterparty names, contract values, payment terms, billing schedules, and more. That extracted data is what AI Search queries when you ask a question.
That's why it can do things traditional search can't. You're not matching a keyword to a document title: you're querying structured data captured from every agreement in your workspace. When you ask "what's the total value of contracts signed last quarter?" PandaDoc already has the contract values. It just needs you to ask.
Searches to get you started
What you want to know | Try asking |
|---|---|
Track renewals | "Which vendor contracts auto-renew and have a cancellation notice window?" |
"Show me everything expiring this quarter" | |
"Which NDAs expire this year?" | |
Understand your portfolio | "What's the total value of contracts signed last quarter?" |
"Who are my top five customers by contract value?" | |
"Which contracts include automatic price increases?" | |
Spot risk early | "Which deals are going cold?" |
"Which contracts have a late payment penalty?" | |
"Which contracts give us audit rights over the vendor?" | |
Find specific agreements | "Show all master service agreements" |
"Which contracts were signed by our CEO?" | |
"Find all agreements governed by New York law" | |
How to get started
AI Search is gradually rolling out to PandaDoc users now. To see what it can do and how to get started, read the help center article.
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.
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