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Create PandaDoc documents from Typeform submissions
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Create PandaDoc documents from Typeform submissions

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About template

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

The scenario expects your Typeform to collect these values:

  1. Company name
  2. Company represented by
  3. Address line
  4. ZIP
  5. City
  6. Region/State
  7. Country

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

  1. [Client.Company]
  2. [Client.RepresentedBy] - a custom variable. See more info about custom variables here.
  3. [Client.StreetAddress]
  4. [Client.PostalCode]
  5. [Client.City]
  6. [Client.State]
  7. [Client.Country]
  8. [Document.CreatedDate]

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

Typeform
PandaDoc

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