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This guide moves your documents, templates, contacts and team from PandaDoc to Flowsign. There is no automatic importer: you re-upload your files and rebuild your templates, and completed documents stay behind as a downloaded archive.

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Before you start

Check your renewal date first. PandaDoc annual plans renew automatically unless you give notice, commonly at least 30 days before the term ends. Confirm the notice period against your own order form.
Download your archive before you downgrade. Content library items become inaccessible after a downgrade to the free plan, so download them first.

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What moves and what doesn’t

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Steps

1

Take an inventory

List what your team uses in PandaDoc today, so nothing is missed on the way out:
  • Templates
  • Pricing tables and catalogue
  • Payments
  • Forms
  • Approvals
  • Bulk send
  • CRM integrations
  • Webhooks or API
For each item, note who owns it and how often it is used. Flowsign has no quotes, pricing tables or catalogue, and may not have a match for every other item, so check the list against these docs, or ask us, before you set a switch date.
2

Download your templates

Templates and documents download as PDF on every PandaDoc plan. On paid plans you can also choose File > Download > Microsoft Word.The exports are flat files, so the roles, fields and variables do not come with them. For each template, write down its roles, the signing order, which fields each role completes, and every variable it uses.
3

Download your content library

Content library items download as PDF only. Download the ones you still need now, because they become inaccessible after a downgrade to the free plan.
4

Download your completed documents

Select the completed documents and choose Download. PandaDoc emails you a link to a ZIP, and the link expires within a week. Batches of 200 to 300 documents are recommended.Attachments and files collected from recipients are not in the ZIP, so download those separately where you need them.
Signed documents from another platform cannot be imported into Flowsign with their audit trail or certificate. Store the downloaded archive somewhere safe and treat it as your record.
5

Ask for your contacts and export your catalogue

Contacts export is not self-service in PandaDoc. Ask PandaDoc Support for a CSV of your contacts, and allow time for the reply. For Flowsign, the file needs a column each for name, email, phone, job title, company and tags, and every row needs a name and a valid email.If you use the product catalogue, export it to CSV from Catalog > Export. This file is for your records only.
6

Finish the documents still out for signature

Documents in progress do not move. Let them finish in PandaDoc, or void them and resend them from Flowsign once your templates are ready.
7

Set up your Flowsign organisation

Follow Setting up your organisation for the full order. The parts that matter most for a move:
  • Branding (Business and up). Add your logo and brand colour in Branding so your emails look familiar to recipients from day one.
  • Members. Invite each person in Members, one at a time, with a role. See Roles & Permissions.
  • SSO and provisioning (Enterprise). Set up single sign-on and SCIM provisioning in Organisation security.
8

Import your contacts

In Contacts, choose Import from the More actions menu, pick your CSV and check the column mapping. Rows without a name and a valid email are skipped.
9

Rebuild your templates

For each template, create a new one and upload the downloaded files. Flowsign accepts PDF, Word, Excel, PowerPoint and images, and converts anything that is not a PDF to one. See Document types and Building a workflow.Add your roles and signing order, then place the fields in the template field editor:
  • Fillable PDFs. If the PDF has real form fields, the field editor shows Import form fields with a review step. You still assign each field to a role by hand. See Field editor.
  • Flat PDFs. Place each field by hand. Expect this for PandaDoc exports.
The field types are signature, initials, date signed, name, email, company, title, text, number, checkbox, radio, dropdown and merge field. Use merge fields where the PandaDoc template used variables. See Merge fields on PDFs. Set reminders and expiry on the template, then publish it.
Start with the two or three templates your team sends most. The rest can follow once the first ones are in use.
10

Recreate your bulk sends (Business and up)

A bulk send in Flowsign runs from a template, with a CSV of recipients for that template. See Bulk send from a template.If answers decide which documents go out or who signs, build that as a workflow (Business and up). See Workflow signing.
11

Send a test package

Send each rebuilt template to yourself and a colleague before the team relies on it. Check the email, the signing order and every field. Getting started covers a first send from start to finish.

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After you switch

  • Tell your team the date new documents start going out from Flowsign, and point them to Getting started.
  • Confirm every document left in PandaDoc has finished or been voided.
  • Check that your downloaded archive opens, and that you have the attachments and collected files that were not in the ZIP.
  • Give PandaDoc notice before the date on your order form, so the plan does not renew.

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Need a hand?

The Enterprise plan includes hands-on migration: the Flowsign team rebuilds your templates and sets up your workspace with you. Contact support to talk it through.