PandaDoc

Automatically create and send documents from Cognito Forms entries.

PandaDoc is a document automation and e-signature platform that helps businesses streamline proposals, contracts, and approvals. Connecting to PandaDoc lets Cognito Forms trigger document creation and signature workflows automatically.

Turn form submissions into documents and signature requests—automatically, without manual work.

  • Faster document processing
  • Track signature requests and completions
  • Secure document storage

Use this integration to:

  • Automatically generate new documents
  • Send requests for digital signatures
  • Track document workflows

Use this integration when you

Use PandaDoc to automate document creation and signature collection.

Commonly used on:

How It Works

  1. Log in to Zapier
    1. Visit zapier.com and sign in
  2. Create a Zap
    1. Click “Create Zap”
  3. Add Cognito Forms trigger
    1. Choose “New Entry” and connect your form
  4. Add PandaDoc action
    1. Choose “Create Document from Template” or “Send Document”
    2. Connect your PandaDoc account
  5. Map form fields
    1. Match form inputs to PandaDoc fields
  6. Test the Zap
    1. Submit a test form and check PandaDoc
  7. Activate the Zap
    1. Turn it on for continuous automation

Still need help? Check out our Zapier support article.
Digital Signing