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PandaDoc - Create PDF, Word, Excel Documents
PandaDoc works with Documentero to connect document events with custom file generation. When a document is created, signed, or updated in PandaDoc, Documentero can automatically produce matching .docx, .pdf, or .xlsx files using your templates. This setup helps teams keep contracts, reports, and records consistent across both platforms. Integration is available through API, Make, or Zapier for flexible automation.
PandaDoc
Documentero
Triggers
Watch Documents — Triggers when a document event occurs according to the event parameter.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from PandaDoc using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from PandaDoc using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF agreements from PandaDoc signatures
Create Excel summaries from PandaDoc contract data
Export PandaDoc document events into formatted Word reports
Generate client invoices from PandaDoc deal completions
Produce custom compliance documents when PandaDoc records are updated
Create onboarding packets from PandaDoc offer letters
Automatically generate financial reports from PandaDoc contract approvals
Export PandaDoc activity logs into structured PDF files
Generate project documentation from PandaDoc agreements
Create standardized HR forms from PandaDoc signed documents
How you can use PandaDoc + Documentero
Generate signed contract copies
When a contract is signed in PandaDoc, Documentero can automatically create a PDF copy formatted with your company’s template.
Create invoice records
Each time a sales agreement is completed in PandaDoc, Documentero generates a matching invoice in .xlsx format.
Archive client agreements
Trigger Documentero to produce a standardized .docx version of every signed PandaDoc agreement for internal records.
Produce compliance reports
Whenever PandaDoc logs a document event, Documentero can generate a compliance report in PDF for auditing.
Send onboarding documents
As soon as a new hire signs an offer letter in PandaDoc, Documentero creates a welcome packet in .docx format.
Setup Guides
Zapier Tutorial: Integrate PandaDoc with Documentero
- Create a new Zap in Zapier.
- Add PandaDoc to the zap and choose one of the triggers (Watch Documents). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the PandaDoc trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate PandaDoc with Documentero
- Create a new scenario in Make.
- Add PandaDoc to the scenario and choose one of the triggers (Watch Documents). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the PandaDoc trigger.
- Run or schedule your scenario and verify the output.
