Create PandaDoc documents from Typeform submissions templates
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 first workflow
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