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