Three ways teams put Forms to work

PandaDoc Forms is one of the best options on the online form builder software market due to its versatility.

Where Jotform, Typeform, Wufoo, Formstack, and others are purely focused on form generation, PandaDoc offers custom forms as part of its document generation solution.

This means you use forms to collect data while also using the software to build documents like proposals and contracts.

However, PandaDoc isn't a free online form builder and, unlike some other solutions, it's not designed to collect anonymized data. That information will always be visible to users within a PandaDoc workspace.

No. PandaDoc Forms is a no-code form builder and reporting software. Our interface uses drag-and-drop tools, making it easier than ever to build customizable forms using advanced features like conditional logic or payment collection. Users who intend to embed their PandaDoc form on a website may need some knowledge of HTML or CSS, but this isn't required during the form-building process.

Yes. You can set rules that show, hide, or pre-fill fields based on how someone answers earlier questions — including combining multiple conditions with AND/OR logic. For example, selecting a "Premium" plan tier could automatically reveal add-on options and pre-select a default one.

Forms are billed through PandaDoc's usage credit system — a form submission that triggers document generation costs 1 credit.

• Trial accounts include 10 usage credits.

• Business Monthly includes 20 usage credits per month (first year only).

• Business Annual and Enterprise Annual include 120 usage credits per year (first year only).

If you go over your included credits, you're billed for each additional document created. Once you hit that limit, the account owner can purchase an additional usage credit package (50–500 documents) directly in Settings > Billing — these expire at the end of the billing period.

Yes! PandaDoc offers native integration with payment gateways like Stripe, PayPal, and Square for fast and easy billing. It's also possible to connect to HubSpot, Salesforce, and other CRMs either directly or via Zapier to streamline workflows, automate data collection, and more. Other productivity apps can also connect to the platform, making PandaDoc one of the best online form builder software solutions available today.

Yes. Approval workflows ensure that documents are sent to designated approvers before they can be sent to recipients. Forms, like other PandaDoc documents, can make use of this functionality. Once a custom form is built and submitted, approvers will be able to review its contents and suggest final changes before it goes live.

Forms can be embedded into web pages via an embed code or with the PandaDoc API. When forms are published within the PandaDoc interface, users will have the option to share forms directly to intended recipients via a web link or to copy an embed code for use on a web page. To embed the form, copy the code and add it to your website builder (like WordPress) at the intended destination. Keep in mind that the form will need to remain active within your PandaDoc library. If the form is no longer active, customers won't be able to fill it out.

Yes. When you share a form via a direct link or embed it with the JavaScript SDK, you can pre-fill recipient details (name, email), custom variables, and field values (text, checkbox, date, dropdown) automatically, so respondents don't have to re-enter information you already have.