How to Send SureCart Orders to PandaDoc

PandaDoc is a document automation platform. Here is how to pipe SureCart order data 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 order 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 SureCart 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 SureCart to PandaDoc.

2. Pick your trigger

Select SureCart as the form provider. AFI fires when a checkout or order is completed, giving you access to customer details, product information, and order totals.

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 SureCart field on the right. Common mappings include customer name, email, product details, and order total. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

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

6. Save and test

Click Save Integration. Place a test order in your SureCart store. 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 orders. Pro adds custom field mapping and template selection. No per-order fees on any plan.

Frequently asked questions

Which SureCart events trigger the integration?

AFI fires when a checkout or order is completed. This covers new orders, customer details, and product information.

Will adding this slow down my checkout?

No. AFI sends data to the destination after the order is processed. Your customers complete checkout normally without any delay.

Can I send orders to multiple platforms?

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

Get started

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