Form to Spreadsheet to Template?

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2 comments

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    scott Bilodeau

    Hey Matt, 

    Yes i've seen this done before and there are quite a few different ways to accomplish this workflow.

    One example would be. 

    1) Use google Form to capture input. This natively writes into a spreadsheet.
    2) Use Zapier to trigger on "New Form submission" and leverage the PandaDoc Zapier app to create a document.

    We will also be releasing a new Forms feature before the end of year to combine the form + signature piece. 

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    Auspicious Arts Projects

    Thanks for sharing this, Matt. Our organisation would love to have this functionality as well, without having to sign up for Zapier. Hoping the new form feature makes this possible.

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