Elective + PandaDoc

Elective + PandaDoc integrations

Create new PandaDoc documents from approved Elective applications

When an application gets approved in the Elective app, streamline your workflow by creating a document in PandaDoc. This automation takes away the manual work of moving data between the two apps, ensuring faster and efficient processes in your operations. Experience seamless progress of documenting each step of the application's journey, saving time and boosting productivity.

When this happens...
Application ApprovedTriggers when a submitted Elective application is approved.
TriggerInstant
automatically do this!
Create DocumentCreate a document from a template.
ActionWrite

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More things you can do with Elective and PandaDoc

Discover other triggers and actions you can use with Elective and PandaDoc

Application Approved
Triggers when a submitted Elective application is approved.
Trigger
Instant
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Installment Charged
Triggers when an installment is charged for an in-house payment plan.
Trigger
Instant
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Order Canceled
Triggers when a cancelation is initiated.
Trigger
Instant
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Order Refunded
Triggers when a refund is initiated.
Trigger
Instant
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- Source
Trigger
Instant
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- Source
Trigger
Instant
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- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write

- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document ID
  Required
Action
Search

Application Declined
Triggers when a submitted Elective application is declined
Trigger
Instant
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Installment Failed
Triggers when an installment is failed for an in-house payment plan.
Trigger
Instant
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Order Completed
Triggers when a customer makes a purchase through Elective.
Trigger
Instant
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Order Unrecoverable
Triggers when an order becomes unrecoverable.
Trigger
Instant
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- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search

About Elective

Elective gives your customers the freedom to pay over time while you get paid upfront. It’s a win-win.

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Related categories

eCommerce

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Learn moreLearn moreHelpHelp

Related categories

Documents

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