Bring your PandaDoc documents to Docracy
No account-linking, no handing over your PandaDoc password. Export PDFs or Word files you already have — PandaDoc's DocX export is the most portable of the major tools.
PandaDoc mixes proposals, CPQ-ish content blocks, and e-sign. If you only need the signed agreement (or a reusable contract PDF) in a simpler signer tool, export from PandaDoc first. DocX Export is unusually helpful: you get a real Word file, not only a locked PDF package.
Why there's no "Connect your account" button
PandaDoc's free API sandbox is real but capped at a low annual document count — production use beyond that needs a paid API Developer plan most free-plan accounts don't carry. We won't ask for your PandaDoc password to "connect" anything.
Exporting from PandaDoc
- Sign in to PandaDoc and open Documents (or Templates).
- Open the completed document or the template you want to reuse.
- Download as PDF for a finished signed copy, or use DocX Export when you want an editable Word file.
- Save the file locally or to your Drive.
- Repeat for each document — bulk download is a Business/Enterprise-only feature on typical plans.
Best portability of the major tools: PandaDoc's DocX Export turns a template into a native Word file that opens anywhere. Convert to PDF before upload if you prefer Docracy's PDF-first flow, or print-to-PDF from Word.
What transfers (and what doesn't)
- Completed document PDFs with signatures.
- DocX exports of templates/content you can edit outside PandaDoc.
- Does not transfer: PandaDoc content library blocks, pricing tables as live editable PandaDoc objects, CRM-synced fields, or approval workflows.
Tips for PandaDoc
- Use DocX Export for templates you'll rewrite; use PDF for archives of already-signed deals.
- Strip proposal-only pages before you upload if you only need the signature section in Docracy.
- After upload, AI Auto-Detect works best on clean contract layouts — dense proposal designs may need a few manual field tweaks.
Once you have the PDF
Upload it to Docracy the same way you'd upload any file. Our AI field detection scans the page and suggests where signature, date, and text fields probably go — usually faster than placing them by hand, especially on a form you already know well.
Just sending it once?
Free, no account needed. Upload the PDF, review the auto-detected fields, add signers, and send.
Reusing it as a template?
Save it as a Docracy template so you (or your team) can reuse the same field layout every time — a paid-plan feature ($10/mo flat, unlimited templates and signers).
Where your documents end up
Docracy isn't a long-term archive by design — completed documents and their audit trail are encrypted and automatically deleted after a short retention window (9 days by default), the same as everything else on the platform. If you're migrating documents over, you'll want them to land somewhere permanent, not just disappear again.
A paid account ($10/mo) can connect Dropbox, OneDrive, Box, or Google Drive — once linked, every completed document auto-uploads there the moment everyone's signed, so it lives in your own storage going forward. Zapier and webhooks cover any other destination (a CRM, a shared drive, an internal tool) if none of those four fit.
Why teams switch from PandaDoc →
Importing from somewhere else? DocuSign · eversign (Xodo Sign) · HelloSign (Dropbox Sign) · Adobe Acrobat Sign · Contractbook · OnlineSignature.com · SignNow · Zoho Sign · OneSpan Sign · DocuSeal · BoldSign · SignRequest · Yousign · Nitro Sign · DocHub · SignEasy · Blueink · Box Sign · GetAccept
Have your export ready? Upload it and see the auto-detected fields in under a minute.
Upload a document now