Gravity Geeks: PandaDoc
Connect Gravity Forms to PandaDoc to automatically generate and send documents for eSignature when a form is submitted.
What it does
Collecting signatures after a form submission usually means copying data by hand into a document and then sending it separately. This add-on removes that step by linking your Gravity Forms entries directly to PandaDoc templates.
When someone submits your form, the add-on maps the field values into your chosen PandaDoc template, assigns the right signers based on what was entered, and sends the document for signature—all without any manual work on your end.
It suits agencies, consultants, and small businesses that need signed agreements, NDAs, or onboarding documents delivered right after a form is filled out.
Key features
- Map Gravity Forms fields (Name, Email, Address, Date, custom text) to PandaDoc template tokens and recipient roles
- Route documents to one or multiple signers based on what the user entered in the form
- Generate contracts, proposals, and NDAs automatically when an entry is created
- Control whether signers can forward or reassign documents
- Connect your PandaDoc account via API key in the Gravity Forms dashboard with no coding required
- Built on PandaDoc's REST API for reliable document delivery
Good for
Written from Gravity Geeks’s own listing. Version and dates come straight from the source and are checked weekly.
What accounts do I need to use this add-on?
You need an active Gravity Forms installation and a PandaDoc account that has API access enabled.
Do I need to write any code?
No, the add-on is described as requiring zero coding. You connect via API key and configure everything inside the Gravity Forms dashboard.
Can I send a document to more than one signer?
Yes, the add-on supports dynamic multi-signer routing, so you can pass form inputs into multiple recipient roles.
Is conditional document generation available?
Conditional workflow execution based on Gravity Forms conditional logic is listed as coming soon and is not yet available.