Generate custom documents from form submissions

When a user completes a survey or form in Good Grants, automatically build a document from a template in PandaDoc pre-filled with their answers.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

PandaDoc Explore PandaDoc →

Triggers

New note created

Fires when a new note or document is created in PandaDoc.

Note updated

Fires when an existing note or document changes in PandaDoc.

Document sent for signature

Fires when a document in PandaDoc is sent out for signature.

Actions

Create a document from a template

Generates a new document in PandaDoc from a saved template.

Create or append to a note

Creates a note in PandaDoc or adds text to an existing one.

Convert a document to PDF

Converts a file in PandaDoc to PDF.

Send a document for signature

Sends a document from PandaDoc out for signature.

Good Grants Explore Good Grants →

Triggers

New form response

Fires when a form is submitted in Good Grants.

Survey completed

Fires when a respondent finishes a survey in Good Grants.

Response updated

Fires when an existing response is edited in Good Grants.

Actions

Create or update form

Creates or updates a form or survey in Good Grants.

Retrieve a response

Looks up a specific form response in Good Grants.

Add a respondent

Adds a respondent or contact to a form in Good Grants.

Send contracts for signature upon survey completion When a client submits a completed response in Good Grants, send a signature request in PandaDoc using the submitted details. See details

Append form answers to ongoing project notes When a form response is updated in Good Grants, append the new information directly to an existing note in PandaDoc. See details

See all PandaDoc + Good Grants integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate custom documents from form submissions” between PandaDoc and Good Grants?

Yes — describe it in the box above and Knit's Integrations Agent researches PandaDoc and Good Grants's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do PandaDoc and Good Grants work together to automate document creation?

When clients complete forms in Good Grants, their submitted information instantly populates structured notes or custom templates in PandaDoc for signing or archiving.

Can signature events update survey records?

Yes, when a document is sent for signature in PandaDoc, you can automatically update respondent information in Good Grants.