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

    • File URLRequired

    Action
    Write
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
pandadoc logo
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 more

Related categories

  • Documents

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plumsail-forms logo
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.

Related categories

  • Forms & Surveys

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