Create PandaDoc documents from Typeform submissions

Get this template

Get this template

Apps used in template

Typeform

PandaDoc

About

This template creates (and sends if opted in) new PandaDoc documents from Typeform responses.

The scenario expects your Typeform to collect these values:

Company name
Company represented by
Address line
ZIP
City
Region/State
Country

The template also expects your PandaDoc account to have a "document template" using these variables:

[Client.Company]
[Client.RepresentedBy] - a custom variable. See more info about custom variables here.
[Client.StreetAddress]
[Client.PostalCode]
[Client.City]
[Client.State]
[Client.Country]
[Document.CreatedDate]

You can see a screenshot of a sample PandaDoc template here.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Create a Contact

Creates a new contact.

Action

Create a Document

Creates a new document.

Action

Create a Form

Creates a form.

Action

Create an Image

Adds an image in your Typeform account.

Action

Create/Update a Webhook

Creates or updates a webhook.

Action

Delete a Contact

Deletes a contact.

Action

Delete a Document

Deletes a document.

Action

Delete a Form

Deletes a form.

Action

Delete a Webhook

Removes a webhook from a form.

Action

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