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Jotform + PandaDoc

Assign forms in Jotform when documents are completed in PandaDoc

Streamline your document management process with this efficient workflow. Whenever a document is completed in PandaDoc, it prompts the assignment of a new form in Jotform. This automation not only saves time but also ensures synchronized operations across your document completion and form assignment processes. Perfect for professionals who want to maximize productivity and maintain order in their daily tasks.

Streamline your document management process with this efficient workflow. Whenever a document is completed in PandaDoc, it prompts the assignment of a new form in Jotform. This automation not only saves time but also ensures synchronized operations across your document completion and form assignment processes. Perfect for professionals who want to maximize productivity and maintain order in their daily tasks.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    JotformJotform
    Assign Form

    Invite assignees to complete your form

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn moreHelp

Related categories

  • Forms & Surveys

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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

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