Move from PandaDoc, DocuSign or Proposify

Bring your documents, templates and contracts into Plutosign, test a send, and keep your old signed records where they are.

For senders, workspace admins, billing ownersPlans: Free, Trial, Growth, Agency, Scale

Move your work into Plutosign one piece at a time. Import the documents you send most, test a send, then move the team. Your current tool can keep running while you test.

Plans: Free, Trial, Growth, Agency, ScaleRoles: Sender, Admin

Before you start

Finish in-flight agreements in your current tool. Use Plutosign for new agreements.
Export your completed PDFs and their audit trails from your current tool. Keep them in your own archive.
Pick your three most-used templates. Start with those.
On Free, each import counts as one of your 5 document creations or imports for the month.

Choose how to bring your documents

You have	Use
One unsigned proposal, SOW or agreement as PDF or Word	Import a document (with Instant Switch for PDFs)
A file in Google Drive or OneDrive / SharePoint	Google Drive or OneDrive / SharePoint in the import dialog
A template library you want rebuilt for you	Done-for-you template migration (your 10 most-used templates on any paid plan; a larger library on Agency and Scale)
Your contact list	Import CSV on the Contacts page

Import a document

Open Documents and choose Import a document.

Upload the PDF or Word file, or choose Google Drive or OneDrive / SharePoint to import a copy from the cloud.

Review the fields, signer roles and recipients, then send a test to yourself.

For a PDF, Instant Switch places signing fields on the signature and date lines and suggests signer roles from the parties the document names. You review every field before you send. For file types, size limits and each import mode, read Import a PDF or Word file.

A cloud import is a copy. Changes in Plutosign do not change the original file.

Rebuild your templates

Self-serve, any plan: import a template you use, check its fields, roles and pricing, then select Save as template on the document.

Done for you, any paid plan: we migrate your 10 most-used templates for you, and you review each one before you send it. To ask, open Settings > Billing, find Switching from another tool? and select Ask for overlap cover or template migration, then choose Migration of my 10 most-used templates.

Done for you, Agency and Scale: we also migrate a larger library with you, including fields, roles, variables and pricing, and help you test a send. The scope is agreed at onboarding. To start, select Book a 30-minute switch call on the switch page. If the calendar is not available, select Arrange a switch call by email. Bring your three most-used templates and the reminder, signing-order and expiry settings your team uses.

To list other requirements your team depends on, use the workflow checker.

What carries over and what does not

Carries over	Does not carry over
Document text, layout and tables from the files you import	Signing records, signatures and audit trails from your old tool
Signing fields and suggested signer roles (Instant Switch, after your review)	Agreements still out for signature in your old tool
Contacts you import by CSV	Reminder schedules, signing order and expiry settings. Set these again on each template.
Templates you save or that we rebuild with you

Try Plutosign with a trial

A verified workspace owner can start a trial in Settings > Billing. Select Start 14-day Plutosign trial. The trial includes 20 sends and 5 workspace members, among other allowances shown on the panel. No card is required. The trial ends without an automatic charge. You can use a trial only once.

Use the switch offer

If you switch from PandaDoc, DocuSign, Dropbox Sign, Proposify, Qwilr or Better Proposals, choose one of these:

25% off your first year on an annual Growth, Agency or Scale plan, applied at checkout.
Overlap cover: start now, and your first invoice waits for your current tool's renewal date, up to 90 days away. Overlap cover works on monthly or annual plans.

You cannot have both. On any paid plan, we also migrate your 10 most-used templates for you. The offer ends March 31, 2027.

On the switch page or the pricing page, select Claim 25% off your first year and sign up. No card is needed at signup. Then open Settings > Billing. The plan chooser shows Switch offer: with the discount.

Set the billing interval to Annual, choose your plan and complete checkout. The discount is applied at checkout.

The discount covers the first year, including any extra seats. Your plan then renews at the regular annual price. The discount does not apply to monthly plans.

Ask for overlap cover

On a paid plan, open Settings > Billing. Find Switching from another tool? and select Ask for overlap cover or template migration.

Choose Overlap cover instead of the 25% discount. Choose the tool you are switching from, enter your current tool's renewal date, and add proof of that date, such as the renewal line from your invoice. Select Send request.

A person on our team reviews each request within one business day and replies by email. Nothing changes on your workspace until we confirm. The panel lists your requests and their status.

What happens next

Each imported file becomes a draft in Documents, or a template if you chose that.
Send a test to your own email and sign it the way your client will, on a phone or a computer. Then move the rest of your team.

Limits

For single-file import limits, see Import a PDF or Word file.

Troubleshooting

Symptom	Cause	Fix
No switch discount at checkout	The interval is monthly, the plan is not Growth, Agency or Scale, or the offer has ended	Switch to Annual.