PandaDoc + JotForm Integration | Automate Document Creation

Explore Triggers and Actions

Document State Changed (Instant)

Trigger new event when a document's state is changed.

Document Creation Failed (Instant)

Trigger new event when a document failed to be created.

Recipient Completed (Instant)

Trigger new event when a recipient completes a document.

Document Deleted (Instant)

Trigger new event when a document is deleted.

Document Updated (Instant)

Trigger new event when a document is updated.

Get Form Submissions

Gets a list of form responses

Get Monthly User Usage

Gets number of form submissions received this month. Also, get number of SSL form submissions, payment form submissions and upload space used by user.

Get User Submissions

Gets a list of all submissions for all forms on the account

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Pandadoc and Jotform?

The PandaDoc and JotForm integration empowers you to transform form submissions into professional, customizable documents instantly. Capture data through JotForm and automatically generate contracts, proposals, or agreements in PandaDoc without manual entry. This integration saves time, reduces errors, and accelerates your sales and onboarding processes.

Frequently asked questions

How does the PandaDoc and JotForm integration work?

When a form is submitted via JotForm, the integration automatically transfers the data to PandaDoc, where a document template populates with the submitted information, ready for review, signature, and delivery.

Do I need coding skills to set up the integration?

No coding skills are required. The integration can be set up easily through a user-friendly interface, allowing you to map form fields to document templates with just a few clicks.

Can I customize the documents generated from JotForm submissions?

Yes, PandaDoc allows you to create and customize document templates to match your branding and specific content needs, ensuring each document generated is professional and on-brand.

Is it possible to track document status after generation?

Absolutely. PandaDoc provides real-time tracking of document status, including views, comments, and signatures, so you stay informed throughout the document lifecycle.

Which JotForm plans support this integration?

The integration is available for users on JotForm’s paid plans. Check your plan details to ensure access or contact support for more information.

Pandadoc and Jotform Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Pandadoc and Jotform?

Frequently asked questions

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