Merge PandaDoc Pages with  Zapier – Guide

  1. Make a Zap
  2. Select PandaDoc App
  3. Document Completed Trigger
  4. Connect PandaDoc Account
  5. PandaDoc Configuration
  6. Test Trigger
  7. Add PDF.co App
  8. Select PDF Merger
  9. PDF.co Account Connection
  10. PDF Merger Configuration
  11. Test and Review
  12. PDF.co Test Result
  13. Source Document Output

In this tutorial, we will show you how to merge pages from PandaDoc using PDF.co and Zapier. Here is the screenshot of the pages that we will merge.

Screenshot Of Source Document
Screenshot Of Source Document

Step 1: Create a Zap

First, click on Create Zap button to make a zap.

Step 2: Select PandaDoc App

Next, select the PandaDoc app for the App Event.
Pandadocs App

Step 3: Document Completed Trigger

Then, choose the Document Completed for the Trigger Event.Document Completed In Pandadocs

Step 4: Connect PandaDoc Account

Let’s connect your PandaDoc account to trigger the zap.
Connect Pandadoc Account

Step 5: PandaDoc Configuration

Now, it’s time to set up your Document Completed configuration.

  • In the Source field, select the source of the pages to merge.
  • In the Template field, input the exact template file of the completed documents.

Completed Document Configuration

Step 6: Test Trigger

Next, you will click the test trigger to make sure the document is properly setup.
Test Trigger

Step 7: Add PDF.co App

Now, let’s add another app event and select the PDF.co app.
Add PDF.co App

Step 8: Select PDF Merger

Under the PDF.co app, select the PDF Merger module to merge multiple documents into one new single PDF.
Select PDF Merger

Step 9: PDF.co Account Connection

Connect your PDF.co account to perform the zap.
PDF.co Account Connection

Step 10: PDF Merger Configuration

Now, let set up the PDF Merger Configuration.

  • In the List of a link to source PDF field, enter the Pdf:(Exist but not shown) to input the page’s link from the PandaDoc.
  • For the Auto-convert non PDF files field, set to “true” to enable PDF auto convert.
  • For the Name field, enter your source output file name.

PDF Merger Configuration

Step 11: Test and Review

Let’s send our configuration to PDF.co to make sure there are no errors in the setup.
Test and Review

Step 12: Test Result of PDF.co

Excellent! The PDF.co test was successful. You can copy and paste the URL to view the result.
Test Result of PDF.co

Step 13: Source Document Output

Here’s the PandaDoc document that we merged into a single PDF.

Source File Output
Source File Output

In this tutorial, you learned how to set up PandaDoc in Zapier to fetch completed documents. You learned how to pass these pages to PDF.co to merge them into a single PDF. You also learned how to use the PDF.co PDF Merger. It can merge files in PDF, ZIP, DOC, DOCX, XLS, XLSX, RTF, TXT, PNG, and JPG formats.

Merge PandaDoc Pages – Video Guide


 

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