Connect Airtable and PandaDoc to unlock the power of automation

To create a new document in PandaDoc from an Airtable record, you can set up a trigger in Airtable for new or updated records and use it to initiate the creation of a document in PandaDoc. You'll need to ensure your fields are mapped correctly so that the right information from Airtable is transferred into the corresponding fields in your PandaDoc template.

Yes, you can use triggers based on specific field updates or any changes in your Airtable database to automatically update matching documents in PandaDoc. You'll need to define what type of changes should trigger updates and configure actions to modify the existing documents accordingly.

Yes, once a document is completed and signed in PandaDoc, you can use an action that moves key information, including status updates or signed copies, back into your designated table or base in Airtable. This integration typically involves setting up actions based on trigger events such as 'Document Completed'.

You can pull contact details like names and emails from your Airtable records by setting up an automation where data is automatically inserted into predefined fields of your PandaDoc templates. This ensures that each generated document is personalized and accurate without manual input.

No manual refresh is necessary if you've set up real-time triggers and actions correctly. The integration should handle syncing automatically whenever there are changes in either system that meet the criteria for your triggers.

A variety of document types can be triggered including proposals, contracts, quotes, or custom templates designed within PandaDoc. You just need to set the appropriate conditions for when these documents should be created based on data additions or changes within your Airtable base.

Yes, multiple users can collaborate on documents generated through this integration by using shared access features available within both Airtable and PandaDoc. Ensure permissions are correctly configured so collaborators can edit or view as needed based on their role.