PandaDoc form integration
Each form fill sends a PandaDoc document from your own template, with every answer in its place.
StarterOn Starter and up. Free plan, no card needed.
What you can do with PandaDoc
Tags show the plan a workflow starts on.
Sent to the person
StarterEach fill makes a PandaDoc document from your template and sends it to the person.
Tags in your template
StarterWrite {{Question label}} where an answer goes, plus {{name}}, {{email}} and {{date}}.
Never twice
StarterA send that runs again finds the document it made, so there's never a second one.
A link on each fill
StarterEach fill in Claritia links to its PandaDoc document.
Any form
Quotes, intakes, agreements and order forms.
Never lost
StarterEvery fill is saved in Claritia first. If PandaDoc is busy, the send tries again.
Connect PandaDoc in a few minutes
- 01
Connect PandaDoc
Go to Settings, then Integrations, and paste your PandaDoc API key.
- 02
Pick the template
Open the form's Sync tab, add PandaDoc and pick the template.
- 03
Publish
Each new fill sends a PandaDoc document.
Forms to start with
Each one is a real form you can fill in now, ready to send to PandaDoc.
Works with the rest of your tools
Every lead goes to Claritia first, then to each tool you connect.
Google DocsA doc from your template
DocuSignSend to sign
HubSpotContacts, owners and booking
SalesforceLeads, contacts and owners
Google CalendarBusy times and Meet links
OutlookBusy times and Teams links
ZoomA link for each meeting
SlackLead alerts and /book
WebflowEmbeds and your own forms
StripePayments and paid meetingsQuestions
Something else? hello@tryclaritia.com
Who gets the document?
The person who filled the form, by the email they gave.
Which plan has the PandaDoc integration?
Starter and up, from $15/seat/month.