Automatically use your client’s data and pricing details.
Accelerate your drafting process by transferring important deal information from proposals to contracts in one click, including document recipients, tokens (variables) for contract terms, pricing table items.
Once you set up your templates for the different types of documents in your document workflow, you can generate new business contracts in minutes. Skip manual admin tasks and get straight to sending your contract and starting negotiations.
Copy important information exactly as it appears on your proposal with automated data transfer. Merge the data from previous documents for any sequence of templates, including proposals, quotes, contracts, invoices, and more.
Make contract drafting easier and stop switching between windows to copy every single product or line item. Instead, automatically convert your accepted quotes into business contracts with all the pricing details merged automatically.
Spend less time on data entry and draft contracts faster. With template roles, you can add recipients and signers to new proposals, quotes, and contracts automatically. All you need to do is give your doc a final check and you’re ready to go.
If you have the PandaDoc Enterprise plan, this feature is ready for you to use! Check out this article for step by step instructions.
Yes, pricing table items will automatically transfer to the new document.
This feature is available only by purchasing our Enterprise plan.
Yes, CRM tokens will transfer info to your doc with this feature and your new document will also attach to your CRM records.
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