Capture document details automatically and eliminate manual data entry. Turn every agreement into clear, searchable insights for your business.
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AI data extraction automatically identifies and pulls key information from your agreements — like dates, terms, parties, and values — then converts it into structured data.
Document extraction AI works with both new and legacy agreements, building a comprehensive database over time. This data becomes searchable across your entire agreement library, so you can generate accurate reports and gain visibility into terms and deadlines without any manual data entry work.
Upload any contract and AI automatically extracts critical details, organizing them into structured data fields you can easily track and manage.
Stop copying contract details into spreadsheets. AI handles data capture automatically while you focus on strategic work that drives results.
Need contracts over $50K expiring next quarter? Easily search, filter, and generate reports for complete visibility into your commitments.
Sales
Extracting key data from contracts and deals — including terms, renewal timelines, customer details, and total value — allows sales teams to easily stay on top of active contracts and identify new opportunities for growth and expansion.
Our AI powered document extraction identifies over 100 document types and critical data fields. Machine learning and OCR technology enables fast, accurate data capture without any manual effort or setup required.
Extracted information is automatically categorized into clean, searchable fields making it easier to compare and manage agreements across your portfolio. Transform static PDFs into actionable data you can search and analyze.
Our AI presents exactly what it’s found, and you can validate, edit, or approve results before anything is finalized in your system. Maintain complete control over your data while benefiting from powerful automation capabilities.
Validated data automatically joins your searchable contract repository with every business agreement you process. As you add more contracts over time, your insights become increasingly comprehensive and valuable for decision-making.
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Data extraction AI solutions are designed to extract specific data from documents you upload or create in PandaDoc, but it can’t be used to scrape external websites.
Within PandaDoc, metadata extraction is processed directly into your workspace and held securely for use in end-to-end process, reporting, and analysis.
While not strictly necessary, artificial intelligence data extraction offers scalability and optimization opportunities that would be tedious and time-consuming to replicate with manual labor.
For example, AI based data extraction can process and categorize data across thousands of documents very quickly. To create something similar, human users would need to manually scan every document, find data and add it to an Excel or Google Docs spreadsheet, then export that CSV to another tool for further analysis. Even then, the data may carry mistakes due to typos and other human errors.
With PandaDoc, AI data extract relies on artificial intelligence, OCR, and machine learning models to analyze documents and extract information.
Data is captured and organized into structured fields, and teams can validate that information before it becomes searchable and reportable.
Document data extraction AI supports scalability by processing large volumes of documents without increasing manual workflow.
Teams can streamline data capture, maintain high-quality data, and continue managing documents efficiently as volume increases.
Yes, PandaDoc uses OCR to process scanned documents and PDFs. PandaDoc’s AI extraction solutions are looking for specific data — such as pricing information or contract terms — within each document.
