# PandaDoc contract management integration Source: https://contracko.com/integrations/pandadoc + # 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. [Start 7-day free trial](https://app.contracko.com/register) Book demo Setup in 5 minutes. No code necessary. > 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](https://contracko.com/features/expiration-reminder) 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](https://contracko.com/features/clara-legal-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](https://contracko.com/features/ai-contract-analysis) 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](https://contracko.com/features/contract-repository) 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. PandaDoc Document completed Zapier Filters + maps Contracko Ingests + extracts 1. Sign in to Zapier and create a new Zap. 2. Pick PandaDoc as the trigger app and choose PandaDoc: Document status = Completed. 3. Add Contracko as the action app and choose "Upload signed contract". 4. 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. - **Q:** Does Contracko integrate with PandaDoc? **A:** Yes. PandaDoc triggers (document completed, declined, expired) fire ingestion into Contracko. The integration is one-way today: PandaDoc to Contracko. Multi-step Zaps let you log the contract reference to other tools in the same flow. - **Q:** Does Contracko replace the signing tool, or do they work alongside each other? **A:** They work alongside each other. PandaDoc handles electronic signatures. Contracko handles everything after the signature: storage, AI extraction, renewal tracking, obligation management, and portfolio reporting. The two tools are complementary, not competing. - **Q:** Does Contracko write data back to PandaDoc? **A:** Not today. The current Zapier integration is one-way: PandaDoc fires the trigger, Contracko ingests the contract. AI extraction runs after ingest, and the structured fields live in Contracko. Writeback to PandaDoc is on the roadmap (it needs a Contracko Zapier trigger that fires when extraction completes). - **Q:** How is contract data secured during transit? **A:** All payloads between PandaDoc, Zapier, and Contracko are encrypted in transit (TLS 1.2+). Contracko applies enterprise-grade encryption at rest and supports SSO, audit logging, and granular role-based access on the receiving side. See our security page for more. - **Q:** Can Contracko process completed documents that were already signed before I set up the integration? **A:** Zapier triggers only fire on new events. For a backfill of historical completed documents, use Contracko's batch upload to import previously downloaded PDFs, or export completed completed documents from PandaDoc and feed them through the upload UI. Renewal dates and key terms are extracted retroactively just like any new ingestion. Third-party app names and logos are trademarks of their respective owners. References are for compatibility only and do not imply endorsement, sponsorship, or affiliation unless stated otherwise. ## Related integrations ### [DocuSign](https://contracko.com/integrations/docusign) ### [Adobe Sign](https://contracko.com/integrations/adobe-sign) ### [Salesforce](https://contracko.com/integrations/salesforce) ## 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. [Start 7-day free trial](https://app.contracko.com/register) Book demo