PandaDoc

Pandadoc is a document management platform. Advanced Form Integration sends form submissions to Pandadoc, so every form entry on your WordPress site can create or update records automatically without manual data entry.

What you’ll need

• An active Pandadoc account.
• An API key from Pandadoc (see below).
• The Advanced Form Integration plugin installed and activated.

Get your Pandadoc API key

Pandadoc authenticates with an API key.

1. Sign in to your Pandadoc account.
2. Navigate to the API or integrations section in your account settings.
3. Generate or copy your API Key.
4. In WordPress, go to AFI → Settings → Pandadoc, click Add New Account, and paste the key.

Connect Pandadoc to AFI

1. In WordPress, go to AFI → Settings and open the Pandadoc tab.
2. Click Add New Account and paste the API key or token.
3. Give the account a name you will recognise.
4. Click Save.

Create the integration

1. Go to AFI → Add New.
2. Give the integration a name, for example Form to Pandadoc.
3. Under Trigger, pick the form plugin and the specific form you want to listen on.
4. Under Action → Platform, select Pandadoc.
5. In Task, choose Create & Send Document From Template.
6. Pick the saved account in the Pandadoc Account dropdown.
7. Map your form fields onto the Pandadoc fields listed below.
8. Optional: open Conditional Logic to limit which submissions are sent.
9. Click Save Integration.

Tasks supported

Create & Send Document From Template

Sends a document for e-signature from the form submission.

Pro features

The Pro integration extends the free base with additional field mapping, custom field support, and other enhancements. Pro uses the same connection and tasks as the free version, so your existing integrations keep working.

Conditional logic example

Only send data to Pandadoc when the form’s email field is not empty, so test submissions or incomplete entries do not create records. Add a condition: Email is not empty.

Troubleshooting

Nothing arrives in Pandadoc

Open AFI → Log and find the most recent entry for this integration. AFI stores the request it sent and the raw response it got back. If there is no log entry at all, the trigger never fired: re-check the form selection and submit a real test entry from the front end.

API key rejected

Copy the key directly from Pandadoc with no leading or trailing spaces. If the key was revoked or regenerated, update it in AFI → Settings → Pandadoc.

Related docs

• Send Contact Form 7 submissions to Pandadoc
• Send WPForms submissions to Pandadoc
• Send Gravity Forms submissions to Pandadoc
• Conditional Logic