Create PandaDoc documents from Typeform submissions
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.
Similar templates for inspiration
Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a document from an Eversign template with dynamic values. The template uses this example spreadsheet.
For each new row in a Google Sheets spreadsheet, Make will automatically create a Quote with Google Docs. The template uses this example Spreadsheet and this example Google Doc.
Every time someone answers a selected Typeform question, Make will automatically add that answer to a new row in your Google Sheets spreadsheet. The template uses this example spreadsheet.
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