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PandaDoc + WPForms

Create PandaDoc documents from new WPForms form entries

Easily transform new form entries from WPForms into comprehensive documents using PandaDoc with this workflow. Whenever a form entry arrives in WPForms, a corresponding document gets created in PandaDoc. It not only makes information management simpler, but also enables efficient document creation, saving you precious time and effort. Professional and well-crafted documents are just a few clicks away.

Easily transform new form entries from WPForms into comprehensive documents using PandaDoc with this workflow. Whenever a form entry arrives in WPForms, a corresponding document gets created in PandaDoc. It not only makes information management simpler, but also enables efficient document creation, saving you precious time and effort. Professional and well-crafted documents are just a few clicks away.

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry 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?
    • FormRequired

    Trigger
    Instant
    Try It
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    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
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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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wpforms logo
wpforms logo

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

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