Switch from PandaDoc to Flowsign
A signing platform built around packages: several documents, one send, one audit trail. Bring your templates and contacts across, and keep your PandaDoc archive.
Why teams switch from PandaDoc
Priced by the package. Plans are sized by how many packages you send, not by a price per seat.
Whole packages, one send. Send several documents to several people at once, with one audit trail.
Built and supported in New Zealand. A local team builds Flowsign and answers your support questions.
Flowsign in action. Send and track in one place.
Create it once, send it to one or a thousand.
Track every package in real time
Documents that dynamically update
Sign on any device
Sealed, provable records
One template, hundreds of packages
A simpler, more secure way to get business done.
What moves across. And what you rebuild.
| Item | From PandaDoc | Into Flowsign | Status |
|---|---|---|---|
| Templates | Download each template as a PDF, and as Word on paid plans. Exports are flat files. | Upload the PDF or Word file, then set up the roles and fields again. Word files are converted to PDF. | Rebuild |
| Variables and fields | Not carried in the export, so note them as you download. | Place fields in the field editor. Flowsign has merge fields for the values that change from one send to the next. | Rebuild |
| Contacts | Ask PandaDoc Support for a contacts CSV. It is not self-service. | Import the CSV and map its columns to name, email, phone, job title, company and tags. | Moves |
| Content library | Download items as PDF before any downgrade. They become inaccessible on the free plan. | There is no content library to import into. Keep the PDFs in your own storage. | Keep a copy |
| Signed documents | Bulk download completed documents as a ZIP. Save attachments and collected files separately. | They cannot be imported with their audit trail. Keep the archive in your own storage. | Keep a copy |
| Pricing tables and catalogue | Quotes, pricing tables and your product catalogue. | No equivalent. Flowsign is a signing platform, not a proposal tool. Export what you need for your records. | Keep a copy |
| Team members | Your current list of users. | Invite each member with a role. Enterprise can provision people with SSO and SCIM. | Rebuild |
Before you cancel
Mind the renewal notice. Annual plans renew automatically unless you give notice, commonly at least 30 days before the term ends. Confirm the date against your own order form.
Save your content library. Download content library items before any downgrade. They become inaccessible on the free plan.
Attachments are not in the ZIP. The bulk download leaves out attachments and collected files. Save those separately before you lose access.
How to switch. Four steps, in the order that keeps your records safe.
- 01
Download your archive
Download completed documents in batches, plus attachments and content library items.
- 02
Export templates and contacts
Download templates as PDF or Word, and ask PandaDoc Support for a contacts CSV.
- 03
Rebuild in Flowsign
Upload your PDFs, place fields or import form fields from fillable PDFs, import your contacts and invite the team. Word files convert to PDF.
- 04
Switch over
Send new work from Flowsign once your archive is checked.
We can move you across
Enterprise includes hands-on migration. Our team rebuilds your templates and sets up your workspace.
Switching from PandaDoc: common questions
Upload the PDF or Word export and rebuild the template around it. If a PDF has real fillable form fields, the field editor can import them for you to review. There is no automatic importer, so you assign recipients by hand.
No. Signed documents from another platform cannot be imported with their audit trail. Bulk download your completed documents, save the attachments separately and keep that archive.
They stay in PandaDoc. Finish them there, or void them and resend from Flowsign once your templates are ready.
It depends on how many templates you have. Most of the work is rebuilding and testing templates. Contacts import from a CSV and members are invited one at a time.
Yes, on Enterprise. It includes hands-on migration, where the Flowsign team rebuilds your templates and sets up your workspace.
Keep access until you have checked your archive. Open the downloaded files, confirm the attachments and content library items are there, then decide what to do with the account.
Keep reading
Flowsign vs PandaDoc. How the two compare on pricing, packages and dynamic documents.
Read the comparisonTemplates. How templates, roles and fields work in Flowsign.
Explore templatesPricing. Plans, package allowances and what each plan includes.
See pricing