PandaDoc + Quickbase

Create documents in PandaDoc for new records in Quickbase

Create professional documents instantly with this efficient workflow. When a new record is added in Quickbase, a document is immediately created in PandaDoc. This seamless process keeps your documentation process organized and saves you from the hassle of manual data entry. Perfect for businesses aiming for improved productivity and well-managed data systems.

When this happens...
New Record
Triggers when a new record is created.
TriggerScheduled
automatically do this!
Create Document
Create a document from a template.
ActionWrite

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Supported triggers and actions

What does this mean?

- ApplicationRequired
- TableRequired
- Criteria Field
- Criteria Operator
- Criteria Value
Trigger
Scheduled
Try It
- ApplicationRequired
- TableRequired
Action
Write
- ApplicationRequired
- TableRequired
- Record IDRequired
Action
Write
- ApplicationRequired
- TableRequired
- Criteria Match ConditionRequired
- Criteria Field
- Criteria Operator
- Criteria Value
- Criteria Set 2: Field
- Criteria Set 2: Operator
- Criteria Set 2: Value
- Criteria Set 3: Field
- Criteria Set 3: Operator
- Criteria Set 3: Value
- Criteria Set 4: Field
- Criteria Set 4: Operator
- Criteria Set 4: Value
- Criteria Set 5: Field
- Criteria Set 5: Operator
- Criteria Set 5: Value
- Sort Field
- Sort Order
Action
Search or write
- Source
- Document Status
Trigger
Instant
Try It

- Source
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
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search

- ApplicationRequired
- TableRequired
Action
Write
- ApplicationRequired
- TableRequired
- Record IDRequired
Action
Write
- ApplicationRequired
- TableRequired
- Criteria Match ConditionRequired
- Criteria Field
- Criteria Operator
- Criteria Value
- Criteria Set 2: Field
- Criteria Set 2: Operator
- Criteria Set 2: Value
- Criteria Set 3: Field
- Criteria Set 3: Operator
- Criteria Set 3: Value
- Criteria Set 4: Field
- Criteria Set 4: Operator
- Criteria Set 4: Value
- Criteria Set 5: Field
- Criteria Set 5: Operator
- Criteria Set 5: Value
- Sort Field
- Sort Order
Action
Search
- Source
Trigger
Instant
Try It
- 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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Document IDRequired
Action
Search

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 more Help

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About Quickbase

Quickbase makes it easy to create custom applications and workflows to streamline processes, with IT visibility and control.

Learn more Help

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PRODUCTS

CAPABILITIES

By team

PandaDoc + Quickbase

Create documents in PandaDoc for new records in Quickbase

New Record

TableRequired

Criteria Field

Criteria Operator

Criteria Value

Create / Update Records From Array

ApplicationRequired

TableRequired

Update Record

ApplicationRequired

TableRequired

Record IDRequired

Find or Create Record

ApplicationRequired

TableRequired

Criteria Match ConditionRequired

Criteria Field

Criteria Operator

Criteria Value

Criteria Set 2: Field

Criteria Set 2: Operator

Criteria Set 2: Value

Criteria Set 3: Field

Criteria Set 3: Operator

Criteria Set 3: Value

Criteria Set 4: Field

Criteria Set 4: Operator

Criteria Set 4: Value

Criteria Set 5: Field

Criteria Set 5: Operator

Criteria Set 5: Value

Sort Field

Sort Order

Document Status Changed

Source

Document Status

Document Sent

Source

Create Contact [Deprecated]

warning

EmailRequired

First name

Last name

Company

Phone

Title

Street Address

City

Postal Code

Country

State

Create or Update Contact

EmailRequired

First name

Last name

Company

Phone

Job Title

Street Address

City

Postal Code

Country

State

Find Document

Name

Status

Template

Form

Get Document by ID

Document IDRequired

Create Record

ApplicationRequired

TableRequired

Delete Record

ApplicationRequired