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PandaDoc + Plumsail Forms

Create documents in PandaDoc for new Plumsail Forms submissions

With this integration, you'll automatically create a personalized PandaDoc document for each Plumsail public web form submission, populating it with data from the form.

With this integration, you'll automatically create a personalized PandaDoc document for each Plumsail public web form submission, populating it with data from the form.

  1. When this happens...
    Plumsail FormsPlumsail Forms
    New Submission

    Triggers when a specific form is submitted.

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Public FormRequired

    Trigger
    Instant
    Try It
    • 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
    • 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
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pandadoc logo

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.
Learn moreHelp

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  • Documents

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plumsail-forms logo

About Plumsail Forms

Plumsail Forms allows you to design fully responsive web forms containing wizards, tabs, data tables, hand-written notes and publish them to any websites.

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