How do I use the data transfer feature on my account?
If you have the PandaDoc Enterprise plan, this feature is ready for you to use! Check out this article for step by step instructions.
Contract Drafting Software
Build document sequences from proposals to contracts with the deal data copied throughout every document automatically.
Transfer data from one document to another
Automatically use your client’s data and pricing details.
Draft contracts in one click
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.
Save time on admin tasks
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.
Prevent mistakes
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.
No more copy and paste for pricing
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.
Close deals faster
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.
Draft contracts from your CRM
We built PandaDoc to help you close more deals faster. Now you can embed your contract drafting process right into your CRM deals. Eliminate manual work, send your proposals and contracts quicker, and get your documents organized within your CRM.
Can I transfer pricing details to my contract?
Yes, pricing table items will automatically transfer to the new document.
What plans can use this feature?
This feature is available only by purchasing our Enterprise plan.
Does data transfer work with my CRM?
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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