Create PandaDoc documents from Typeform submissions


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.

This is a predefined template that will make the creation of your scenario much easier. Of course, you can always expand and customize the scenario to meet your own individual needs.

Create PandaDoc documents from Typeform submissions
StartedStatusDurationOperationsData transfer