Connect CrowdPass with PandaDoc
Create event proposals and contracts in PandaDoc from CrowdPass data via Zapier
PandaDoc's proposal-first approach is a natural fit for event sponsorship and exhibitor sales. When prospects express interest through CrowdPass, Zapier generates polished PandaDoc proposals with pricing tables, deliverables, and e-signature blocks pre-filled from registration data. Track document views, time spent per section, and signature status — all without leaving your event workflow.
Automations you can build
When a sponsor prospect registers for your event, Zapier generates a branded PandaDoc sponsorship proposal with their company name, contact details, and relevant package options pre-filled. The proposal includes interactive pricing tables the prospect can customize.
Exhibitor applications submitted through CrowdPass trigger a PandaDoc contract with booth terms, floor plan selections, and payment schedules pulled from the form data. Both the exhibitor and event director receive signature requests automatically.
When an exhibitor scans an NFC badge at their booth, Zapier creates a PandaDoc proposal personalized for the lead with product pricing, case studies, and a signature-ready order form. The exhibitor sends it while the lead is still at the event.
When a sponsor or exhibitor signs their PandaDoc contract, Zapier updates their CrowdPass record with the contract status, signed date, and selected package tier. The events team sees confirmed sponsors in the CrowdPass dashboard immediately.
How event teams use this
Sponsor proposal automation
A conference organizer sells 50 sponsorship packages. When potential sponsors register through CrowdPass and indicate interest in sponsorship, Zapier sends a PandaDoc proposal with their company name, selected tier, and a pricing table showing add-on options. PandaDoc analytics reveal which prospects opened the proposal, how long they spent on pricing, and whether they forwarded it to colleagues — giving the sales team actionable intelligence for follow-up.
Exhibitor contract management
A trade show with 200 exhibitors needs contracts signed before booth assignments are finalized. CrowdPass exhibitor registration triggers PandaDoc contracts with booth selection, pricing, and terms pre-populated. The events team tracks which contracts are out, viewed, and signed from PandaDoc's dashboard. Unsigned exhibitors receive automated reminders through Zapier until the cutoff date.
Connect in 3 steps
No code required. Set up in under 5 minutes.
Log in to Zapier
Go to zapier.com and search for "CrowdPass" in the app directory. Connect your CrowdPass account using your API key from Settings > Integrations.
Choose your trigger
Select a CrowdPass trigger event: new registration, attendee check-in, NFC badge scan, lead capture, or form submission. Each trigger sends full attendee data.
Map your action
Choose the destination app and configure what happens. Map CrowdPass fields (name, email, ticket type, custom questions) to the app's fields. Test and activate.
Frequently asked questions
Related integrations
Ready to connect CrowdPass to PandaDoc?
Schedule a demo and we'll help you set up the perfect automation for your next event.