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PandaDoc contract management integration
Connect PandaDoc to Contracko via Zapier and automatically capture every signed document. AI extracts renewal dates, obligations, and key terms, so you manage the full contract lifecycle in Contracko with no manual downloads.
PandaDoc handles the signature.
Contracko handles everything after.
PandaDoc does more than sign: it builds proposals, quotes, and contracts in one editor and tracks who opened what. That breadth is its strength for the sales cycle. But the sales cycle ends at the Completed status. After that, the contract sits in a PandaDoc folder. Renewal calendars, obligation tracking, and portfolio search are not what PandaDoc does.
Contracko picks up where PandaDoc stops. We ingest signed contracts and use AI to extract every date, party, value, and obligation. Signing stays in PandaDoc. Contract management lives in Contracko.
How PandaDoc + Contracko works
Trigger from PandaDoc
When a document reaches the trigger event you choose, Zapier picks it up in seconds and passes the signed file to the next step.
Default wiring: PandaDoc: Document status = Completed.
Ingest into Contracko
The signed document is sent to Contracko and stored in your repository with full provenance.
PandaDoc metadata travels with it: document ID, signer names, completion timestamp.
AI reads the contract and indexes it
Contracko's AI extracts renewal date, term, value, parties, and key clauses.
The structured record sits in Contracko, ready for renewal alerts, portfolio search, and audit reporting.
The originating PandaDoc document ID stays preserved as metadata for traceability.
Why teams using PandaDoc choose Contracko
Catch the auto-renewal before it costs you
PandaDoc delivers the signed contract. Contracko reads it. We pull the renewal date and notice period, then ping the right people (sales, legal, finance, ops) weeks before auto-renewal hits.
Stay on top of every contract with Clara, your AI assistant
Clara is Contracko's AI contract assistant. She's read every contract you've signed. Ask her "which contracts auto-renew next quarter?" and she answers in seconds, with the exact clause she pulled from.
AI that finds risks and liabilities
PandaDoc tracks who signed and when. It doesn't tell you what's risky. Our AI reads each contract and flags things like sub-threshold liability caps and auto-renewal traps, scored by severity so legal sees the important ones first.
Find any contract in seconds with smart search
Contracko indexes every signed contract into searchable data. Search by counterparty, clause, value, or date. "Find all NDAs with mutual confidentiality" returns real answers, not file names.
Set up in under five minutes
No engineering required. Connect both apps, pick the completion trigger, map the signed document, and you're live.
- Sign in to Zapier and create a new Zap.
- Pick PandaDoc as the trigger app and choose PandaDoc: Document status = Completed.
- Add Contracko as the action app and choose "Upload signed contract".
- Map the signed document to Contracko's contract field. Turn on the Zap.
Frequently asked questions
Everything you need to know about the PandaDoc to Contracko integration.
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AI-powered PandaDoc contract management
Automated renewal and deadline reminders. AI-flagged risks, liabilities, and obligations. Zero manual data entry. Contracko ingests every contract from PandaDoc and extracts what matters. Free trial, no credit card.