Automo.ai

Migrate from PandaDoc to Automo

Drop a proposal or contract PDF you exported from PandaDoc. Automo reads it on your device, then after sign-up it opens in e-sign so you can place fields and send.

What moves across

  • A proposal or contract you export from PandaDoc as a PDF
  • Page layout, text and images on that PDF
  • Content already flattened into the file
  • The page count shown in the on-page teaser

What does not

  • PandaDoc content library items as structured blocks
  • Pricing tables, CRM sync and document analytics
  • Branding, workspaces and billing on your PandaDoc plan

Export from PandaDoc

  1. In PandaDoc open the document and download or print it as a PDF
  2. Drop that PDF in the bay on this page. It stays in this browser
  3. Create a free Automo account. The file opens in e-sign so you can place fields and send

Questions about moving from PandaDoc

Can I bring a PandaDoc proposal, not only a contract?

Yes. Export the proposal as a PDF and drop it here. Content library blocks do not come across as structured fields.

Is this free?

Reading the PDF in your browser is free. After sign-up you continue in Automo e-sign on your plan.

Do pricing tables move?

Only as they appear on the PDF. They are not live PandaDoc pricing tables in Automo.

Does Automo log into PandaDoc?

No. Download the PDF yourself. Nothing is uploaded until you create an Automo account.