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AI-powered migration from DocuSign CLM, ContractWorks, PandaDoc, Salesforce, QuickBooks, or any CSV/Excel export.
Self-service is FREE. Need help? White-glove service starts at $2,500.
Use our AI-powered migration tool yourself. Perfect for tech-savvy teams.
Time Investment:
1-2 hours (mostly export from old system)
Dedicated migration engineer handles everything. Just send us your data.
One-time fee • 2-week turnaround
Request Migration ServiceYour Time Investment:
1 hour (just the two calls)
Up to 5,000 contracts
5,001-20,000 contracts
20,000+ contracts
All tiers include discovery call, migration, verification, training, and support.
30-minute Zoom to understand your data, current system, and requirements
You export your contracts to CSV from your current system (we guide you)
We import, validate, and verify your data (you relax for 1-2 weeks)
30-minute walkthrough of your migrated contracts + 30 days support
DocuSign CLM
ContractWorks
PandaDoc
Salesforce
QuickBooks
Airtable
Excel/CSV
Google Sheets
Concord
Ironclad
Conga
Any System with CSV Export
Don't see your system? If it exports to CSV, we can migrate it.
| Feature | ContractIQ | DocuSign CLM | ContractWorks | PandaDoc |
|---|---|---|---|---|
| Self-Service Option | FREE | CSV only | CSV only | |
| White-Glove Service Cost | $2,500+ | $5,000-15,000 | $3,000-8,000 | $4,000-7,000 |
| AI-Powered Field Mapping | ||||
| Typical Timeline | 2 weeks | 4-8 weeks | 4-6 weeks | 3-6 weeks |
| Post-Migration Support | 30 days | 14 days | 30 days | None |
Save $2,500-12,500 on migration costs alone
Most customers complete their migration in 1-2 hours. This includes exporting from your old system (30-60 min), uploading to our migration tool (5 min), reviewing the AI mapping preview (15-30 min), and committing to the database (5 min).
Our AI migration tool validates your data and provides detailed warnings about any issues (invalid dates, missing required fields, etc.). In preview mode, you can see exactly what will be imported and what needs fixing. For white-glove service, we handle all data cleaning for you.
Absolutely! Most customers start with self-service. If you get stuck or prefer to hand it off, we'll credit any time you've spent toward the white-glove service fee.
Both! Our migration tool handles contract metadata (title, vendor, dates, amounts, status, etc.) automatically. For PDF documents, you can upload them via our bulk upload feature or we can handle it as part of white-glove service.
For self-service: You can retry as many times as needed in preview mode (no data is written until you click "commit"). For white-glove service: We guarantee successful migration or full refund. We've completed 100+ migrations with a 98% first-time success rate.
Almost every system has a CSV export feature (even if it's hidden in settings). Our discovery call includes help finding your export option. If truly no export exists, we can build a custom API connector as part of an Enterprise migration (contact us for pricing).
Start your free migration today or let us handle everything for you.
Questions? Email us at support@contractiq.ai or call (555) 123-4567