Your contracts imported as PDF and Word files.Your templates, clauses and counterparties.Brought in by your teams, in four stages, at your own pace.
Text extracted · Services playbook applied
Parent contract · text extracted
Linked to the framework agreement by Claire B.
Clause detection in progress
Every starting point comes with its own legacy: documents, lists and ways of working.You import your contracts as they are, as PDF or Word files.
The spreadsheet lists the contracts, their dates and their owners; the documents are stored elsewhere. It becomes your checklist during the import: each row corresponds to a contract to upload to Pactolane.
Signed versions on a server, appendices in an inbox, templates copied from one folder to another. You import the contracts as PDF or Word files and bring your templates into the editor.
The contracts you export from your current tool, as PDF or Word files, are imported into Pactolane like any others. On Growth and Scale, your teams then link each amendment to its parent contract.
Switching to Pactolane means importing your existing contracts as PDF and Word files, bringing over your templates, clauses and counterparties, then linking your contract families, at your own pace.Contract import, with AI extraction of key information, is included from the Team plan; contract families, deadline tracking and PactAI are included in the Growth and Scale plans.
You upload each contract as a PDF or DOCX file, with its title, your role (client, supplier or neutral) and, if you wish, a playbook. Pactolane extracts its text and information with AI, and files the contract in the contract repository.
Your Word or PDF templates are imported into the template editor, where you add the variables and insert clauses from the library. You save your reference clauses in the library, by category, with their alternatives.
You create records for your clients and suppliers in the counterparty directory, with their contacts and contracts, finding each company by its SIREN number. On Growth and Scale, you can also import accounts and contacts from your CRM.
On the Growth and Scale plans, the person who knows the file links each imported document to its parent contract, and the family is displayed in tree view. PactAI then answers your questions about the whole family.
First import the framework agreement or the original contract, then its amendments and implementing contracts, as PDF or Word files.
Your teams link each amendment, with its amount, each implementing contract and each renewal to its parent contract.
The family is displayed as a tree, and PactAI answers when you ask it “What terms apply today after the amendments?”.
Switching to Pactolane follows six steps: gather what you have, create your workspace, invite your team, import your contracts, configure your playbooks, then link your families and expand usage.Steps 2 to 5 are the four stages of getting started. How long they take depends on your contract volume and your teams' availability: you can start with active contracts and those with an upcoming deadline.
Collect your active contracts as PDF or Word files, the templates in use and the list of your clients and suppliers. Appoint a pilot team.
First stage: your organization's workspace and the choice of your plan.
Second stage: your colleagues join the workspace with their role. Read-only users are unlimited on every plan.
Third stage: each contract is imported as a PDF or Word file and joins the contract repository. Your spreadsheet serves as a checklist.
Fourth stage: your positions clause by clause, starting from the standard playbooks provided. You bring your templates into the editor and your clauses into the library.
On Growth and Scale, your teams link the families and set deadline reminders. Usage then expands, team by team or entity by entity.
To switch to Pactolane from other contract management software, a spreadsheet or shared folders, you import your contracts as PDF and Word files, bring over your templates, clauses and counterparties, then, on the Growth and Scale plans, link your contract families. Getting started follows four stages: create your workspace, invite your team, import your contracts, configure your playbooks. There is no need to bring everything over at once: starting with active contracts and those with an upcoming deadline lets you secure the company's binding commitments first.
Pactolane lets you import your existing contracts as PDF or Word (DOCX) files, and extracts their text and information with AI, from the Team plan. In the import wizard, you enter the contract title, your role (client, supplier or neutral) and, if you wish, the playbook to apply: Pactolane then analyzes the structure of the document and detects the clauses. The contract then joins the contract repository like those created in the platform. Automatic AI analysis and PactAI are added on the Growth and Scale plans. Learn more about the contract repository and contract families.
In Pactolane, contract families are rebuilt by your teams, on the Growth and Scale plans: after the import, the person who knows the file links each amendment, with its amount, each implementing contract and each renewal to its parent contract. The family is then displayed in tree view, from the parent contract to the latest amendment. PactAI then analyzes the family and answers when you ask it, for example “What terms apply today after the amendments?”; you check its answer against the documents before acting. For the underlying concept, see our definition of contract hierarchy.
You bring your existing Word templates into Pactolane: from the template editor, you import a DOCX or PDF file, whose content arrives in the editor, where you add the variables, insert library clauses and publish the template. You save your reference clauses in the library, organized by category, with their alternatives. The Team plan includes 20 contract templates; the Growth and Scale plans, an unlimited number. See the contract creation page and clause library.
Pactolane brings your clients and suppliers together in a counterparty directory, included in all plans: each record shows the company, found by its SIREN number, its contacts and its related contracts, and duplicates can be spotted and merged. On the Growth and Scale plans, you can also import accounts and contacts from your connected CRM, Salesforce, HubSpot, Pipedrive or Zoho CRM; the import runs from the CRM to Pactolane. Details are on our counterparty directory page and on the integrations page.
Pactolane's support for getting started depends on your plan: a personalized 30-minute demo on your use cases, a 7-day free trial on Team and a 14-day free trial on Growth, and contact by email at contact@pactolane.com. The Scale plan, from €2,500 per month excl. VAT, also includes dedicated support and legal onboarding. Your teams stay in control of bringing everything over: they import the contracts, bring over the templates and, on Growth and Scale, link the families. Plans and prices are detailed on our pricing page and on the official information page.
You switch to Pactolane at your own pace: the time it takes depends on your contract volume, the state of your documents and your teams' availability. The application runs in the browser, with no installation, and getting started follows four stages (workspace, team, contract import, playbooks). The switch can be gradual, team by team or entity by entity, starting with active contracts. See how it works and, for the method, our explainer on migrating from Excel and shared drives.
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