Create PandaDoc documents from Typeform submissions
Create PandaDoc documents from Typeform submissions
Get this templateApps used in template
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.
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.
Creates a new contact.
Creates a new document.
Creates a form.
Adds an image in your Typeform account.
Creates or updates a webhook.
Deletes a contact.
Deletes a document.
Deletes a form.
Removes a webhook from a form.
FAQ
See Make in action
See how Make works
