Gravity Geeks: PandaDoc

A third-party plugin by Gravity Geeks

Gravity Geeks PandaDoc Integration Add-On

Transform your Gravity Forms entries into legally-binding agreements and automated document workflows. The Gravity Geeks PandaDoc add-on connects your form submissions directly to PandaDoc templates—allowing you to dynamically set dynamic signers, and trigger signature requests automatically upon form submission.

Key Integration Features

  • Field Mapping: Effortlessly map standard Gravity Forms fields (Name, Email, Address, Custom Text, Dates) directly to PandaDoc documents/templates and roles.
  • Dynamic Multi-Signer Routing: Pass form inputs directly into recipient roles to route generated contracts to one or multiple signers based on user entry data.
  • Automated PDF Generation: Generate dynamic, error-free contracts, proposals, and NDAs immediately when an entry is created.
  • Conditional Workflow Execution (coming soon): Use Gravity Forms conditional logic to trigger PandaDoc document generation only when specific form criteria or selection boxes are met.
  • Forwarding & Security Controls: Enforce strict agreement handling by choosing whether signers are permitted to forward documents or reassign signature permissions.
  • API-Driven Automation: Built on PandaDoc’s secure REST API for fast, reliable payload delivery without background delays or missed Webhooks.

Common Use Cases

  • Client Onboarding: Automatically send customized service agreements or Scope of Work (SOW) documents right after a discovery form is submitted.
  • NDAs & Waivers: Collect required signatures for non-disclosure agreements or legal waivers prior to scheduling consultations or events.
  • Sales Quotes & Contracts: (coming soon) Feed mapped pricing and customer details into formal sales contracts for immediate eSignature collection.

How It Works

  1. Authenticate: Connect your PandaDoc account via API key settings in your Gravity Forms dashboard.
  2. Select Template: Choose any active PandaDoc document template directly from the add-on feed settings.
  3. Map Fields: Link your Gravity Forms fields to the corresponding PandaDoc tokens, pricing tables, and recipient roles.
  4. Automate: Publish your form. Every submission will generate, populate, and deliver the document automatically.

Compatibility & Requirements

Requires an active Gravity Forms installation and a PandaDoc account with API access. Compatible with all Gravity Geeks subscription tiers with zero coding required.