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Automate document creation: connect Figma designs to PandaDoc templates and dynamically generate proposals with Latenode’s visual editor. Scale your contract workflows affordably using execution-based pricing.
Connect PandaDoc and Figma in minutes with Latenode.
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Create a New Scenario to Connect PandaDoc and Figma
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a PandaDoc, triggered by another scenario, or executed manually (for testing purposes). In most cases, PandaDoc or Figma will be your first step. To do this, click "Choose an app," find PandaDoc or Figma, and select the appropriate trigger to start the scenario.
Add the PandaDoc Node
Select the PandaDoc node from the app selection panel on the right.
PandaDoc
Configure the PandaDoc
Click on the PandaDoc node to configure it. You can modify the PandaDoc URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Figma Node
Next, click the plus (+) icon on the PandaDoc node, select Figma from the list of available apps, and choose the action you need from the list of nodes within Figma.
PandaDoc
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Figma
Authenticate Figma
Now, click the Figma node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Figma settings. Authentication allows you to use Figma through Latenode.
Configure the PandaDoc and Figma Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the PandaDoc and Figma Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Figma
Trigger on Webhook
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PandaDoc
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring PandaDoc, Figma, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the PandaDoc and Figma integration works as expected. Depending on your setup, data should flow between PandaDoc and Figma (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + Figma + Google Drive: When a PandaDoc document status changes (e.g., finalized), this automation finds related Figma design assets using a shared naming convention or metadata. It then creates a folder in Google Drive (if one doesn't exist) and stores both the finalized PandaDoc contract and the related Figma design assets within that folder, ensuring all project-related files are centralized.
Figma + PandaDoc + Slack: When a new design is finalized in Figma, trigger the creation of a PandaDoc agreement from a pre-defined template. The PandaDoc agreement can be automatically populated with details from the Figma design. Once the agreement is generated, send a notification to a designated Slack channel to inform the sales team about the new agreement, including a link to the PandaDoc document.
About PandaDoc
Automate document workflows with PandaDoc in Latenode. Generate, send, and track proposals/contracts without manual steps. Use Latenode to trigger PandaDoc actions from your CRM or database. Parse data, pre-fill templates, and update records when documents are signed – saving time and ensuring data accuracy across systems. Scales easily.
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About Figma
Automate design workflows by connecting Figma to Latenode. Extract design assets, update text layers based on database values, or trigger notifications on component changes. Scale design operations by automating repetitive tasks and integrating them into broader business processes using Latenode's visual editor and code customization options.
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How can I connect my PandaDoc account to Figma using Latenode?
To connect your PandaDoc account to Figma on Latenode, follow these steps:
Can I automatically update PandaDoc templates with new Figma designs?
Yes, you can! Latenode lets you trigger updates whenever a Figma design changes, keeping your PandaDoc templates current automatically. Save time and eliminate manual updates!
What types of tasks can I perform by integrating PandaDoc with Figma?
Integrating PandaDoc with Figma allows you to perform various tasks, including:
HowsecureisthePandaDocintegrationonLatenodewithsensitivecontractdata?
Latenode uses advanced encryption and security protocols to ensure your PandaDoc and Figma data is securely transferred and stored, protecting sensitive contract information.
Are there any limitations to the PandaDoc and Figma integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: