PandaDoc + Teachable

Create new PandaDoc documents when Teachable courses are completed

Boost your efficiency in managing course completions with this handy workflow. When a course is completed inside Teachable, this automation creates a document in PandaDoc. This seamless workflow not only keeps your documentation up-to-date, but also saves time and effort by reducing manual data entry. Ideal for educators or course administrators who are looking to streamline their course management tasks.

When this happens...
Course Completed
Triggers when a user completes 100% of a course.
TriggerInstant
automatically do this!
Create Document
Create a document from a template.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Abandoned Cart
Triggers when a user does not complete an order during checkout
Trigger
Instant
Try It
Admission Disabled
Triggers when an admission in Coaching is disabled.
Trigger
Instant
Try It
Email Lead Created
Triggers when a user has confirmed their email for lead capture.
Trigger
Instant
Try It
Course Completed
Triggers when a user completes 100% of a course.
Trigger
Instant
Try It
New User
Triggers whenever a new user signs up for your school.
Trigger
Instant
Try It

Student Resubscribes to Marketing Emails
Triggers when a student opts in to marketing emails.
Trigger
Instant
Try It
Profile Updated
Triggers whenever a user updates their profile on your school.
Trigger
Instant
Try It

Tag Added to User
Triggers when a tag is added to a user. The "Tags" feature is only available to schools on the Professional plan or above.
Trigger
Instant
Try It
New Transaction
Trigger
Instant
Try It
New Unenrollment
Triggers when a user unenrolls in a course. (Note: Users who are unenrolled by admins will also be triggered).
Trigger
Instant
Try It
- EmailRequired
- NameRequired
- Password
Action
Write
- StudentRequired
- Course
- Pricing Plan
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document IDRequired
Action
Search

New Admission
Triggers when a new admission record is created.
Trigger
Instant
Try It
New Comment
Triggers when a user leaves a comment in your school.
Trigger
Instant
Try It
New Enrollment
Triggers when a user enrolls in a course. (Note: User's will need to confirm enrollment before the trigger fires if you manually add them to a course).
Trigger
Instant
Try It
Lecture Completed
Triggers whenever a user completes a lecture on your school.
Trigger
Instant
Try It
New Graded Quiz Result
Triggers when a user completes a graded quiz in one of your courses.
Trigger
Instant
Try It
New Sale
Triggers whenever a user enrolls themselves in a course regardless of whether it is a free or paid course. If you add them as an admin, this does not trigger.
Trigger
Instant
Try It
Subscription Cancelled
Triggers whenever a user cancels a subscription on your school.
Trigger
Instant
Try It
Tag Removed From User
Triggers when a tag is removed from a user. The "Tags" feature is only available to schools on the Professional plan or above.
Trigger
Instant
Try It
Transaction Refunded
Triggers when a transaction has been refunded
Trigger
Instant
Try It
Student Unsubscribes From Marketing Emails
Triggers when a student opts out of marketing emails.
Trigger
Instant
Try It
- CourseRequired
- EmailRequired
- Name
- Password
Action
Write
- EmailRequired
- Course
- Pricing Plan
Action
Write
- EmailRequired
Action
Search
- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search

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 more