Overview
The Softr PandaDoc integration lets your workflows create documents from a PandaDoc template and send them out for e-signature. Map form answers, database records, or the output of earlier steps into the template's fields, and PandaDoc handles the signing flow — tracking status as recipients open, view, and sign.
In a typical Softr app, PandaDoc turns records into signed agreements: a client portal request becomes a contract, an onboarding form becomes a signed agreement, and a status change in your admin dashboard can kick off a new document — all without leaving your workflow.
Available actions
- Create document from templateGenerate a PandaDoc document from a template, filled with data mapped from forms, records, or earlier steps.
- Send documentSend a created document to its recipients for review and e-signature.
- Get document statusCheck whether a document has been viewed, completed, or declined, so downstream steps can react.
Example use cases
Usecase
Description
- Contract requestsWhen a client requests a contract through your portal, generate and send it from a PandaDoc template automatically.
- Onboarding agreementsSend a signed agreement the moment a new member completes an onboarding form.
- Status-driven follow-upsWhen a document is signed, update the related record and notify the team.
- Quote to signatureTurn an approved quote in your app into a document ready for the client to sign.
Key benefits
- Contracts without copy-paste: Build documents from app data instead of filling out templates by hand.
- Signature status you can act on: Branch your workflow based on whether a document was signed or declined.
- No-code setup: Configure templates and mappings visually in the workflow editor.
- Your own PandaDoc account: Connect with your existing templates, branding, and plan.
