Availability: Business and Enterprise plans
Data-import integration with Wrike allows you to pre-populate PandaDoc documents with data from Wrike to easily send and esign them. This integration works with Tasks in Wrike.
Features
Variables: You can pass information from Wrike to PandaDoc documents automatically with the help of variables.
Recipients: You can pass contact information from Wrike
Connect Wrike to your PandaDoc account
Note: You must be a Wrike admin to connect it to your PandaDoc account.
Log in to both your PandaDoc and Wrike accounts.
In PandaDoc, open a template or a document and go to Apps on the right panel
Select +Add on the Wrike tile
In the popup, click Connect
Set up templates to pull information from Wrike
PandaDoc data-import integration with Wrike allows you to pre-populate information from Wrike in your PandaDoc templates through variables and pre-assign contact information to template roles.
Now let's dig deeper.
Import field values from Wrike via variables
Pre-set a PandaDoc template with variables that will pull information from Wrike each time you create a new document from this template.
Open your template (click here to learn how to create a new one) in PandaDoc
Go to Apps on the right panel
Click Wrike
Select View related variables. You will see a list of available variables corresponding to a Wrike task’s fields. Copy and paste these variables with square brackets into your template
Import field values Wrike via fields
You can pass data into PandaDoc fields similarly to how variables operate. Unlike with variables, however, you must not include square brackets.
In your template, go to the Variables tab and scroll down to Wrike variables
Copy the variable without square brackets
Click on a field in your template and select Properties on the floating panel
Paste the copied variable into the “Merge field”.
Once you create and send the document, the recipient will see the pre-filled data and will be able to update this field, provided the field has been assigned to them.
Import Wrike contacts via template roles
Now let’s pre-populate this template with the recipient information from Wrike by matching the template role with the contact placeholder from Wrike.
To do this, go to Roles and select the placeholder from the Task object in Wrike under “Pre-assign a recipient”.
You can pre-assign template roles to the following contact placeholders:
Assignee
Shared
Follower
Author
Create a document
When in your template, select Use this template at the top right to create a document
Click on a task you need and select Link.
In the next pop-up, you’ll see the recipient information from Wrike populated into the template role in your template (provided you’ve selected a placeholder as described here). Assign more recipients to roles if needed and click Continue (select Skip to add recipients later)
Once your document is created, variables will be populated with information from Wrike.
You can easily refresh data in the document if information in Wrike was updated or link it to another object/record.
To link a document to another object:
Go to Apps on the right panel
Click Wrike
Click the Unlink (click Link document if your document wasn’t created from a pre-set template)
Select the Wrike object you want to link the document to
Select the record in the object and click Link. Please note, to search for a record you must type its full name
Note: You’ll be unable to pull recipients from another object in a created document.
To update information in your document:
Go to your Wrike object and update the information
Then go back to your PandaDoc document
Click Apps on the right and click Wrike
Select Refresh data
Note: You can use Refresh data only in a draft document.