How to Send Bit Form Data to PandaDoc

PandaDoc is a document automation platform. Here is how to pipe Bit Form submission straight into PandaDoc using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

The direct approach

AFI delivers submission data straight from WordPress to PandaDoc. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with Bit Form installed and configured.
• A PandaDoc account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect PandaDoc to AFI

1. Log in to your PandaDoc account.
2. Go to Settings → API and copy your API Key.
3. In WordPress, go to AFI → Settings → PandaDoc.
4. Paste the API Key and click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Bit Form to PandaDoc.

2. Pick your trigger

Select Bit Form as the form provider. AFI fires when a form is submitted, giving you access to submitter name, email, phone, and any custom form fields.

3. Select PandaDoc as the destination

Choose PandaDoc from the platform dropdown and pick Create Document. This creates a document in PandaDoc.

4. Map fields

Match each PandaDoc field on the left to the corresponding Bit Form field on the right. Common mappings include submitter name, email, phone, and any custom form fields. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Bit Form. Check PandaDoc to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name and email to PandaDoc with unlimited records. Pro adds custom field mapping and template selection. No per-record fees on any plan.

Frequently asked questions

Which Bit Form events trigger the integration?

AFI fires when a form is submitted. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Bit Form to PandaDoc in minutes.