Elective + PandaDoc
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 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 Approved
Triggers when a submitted Elective application is approved.
- automatically do this!Create Document
Create a document from a template.
- Free forever for core features
- 14 day trial for premium features & apps
Application Approved
Triggers when a submitted Elective application is approved.
Try ItInstallment Charged
Triggers when an installment is charged for an in-house payment plan.
Try ItOrder Canceled
Triggers when a cancelation is initiated.
Try ItOrder Refunded
Triggers when a refund is initiated.
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Application Declined
Triggers when a submitted Elective application is declined
Try ItInstallment Failed
Triggers when an installment is failed for an in-house payment plan.
Try ItOrder Completed
Triggers when a customer makes a purchase through Elective.
Try ItOrder Unrecoverable
Triggers when an order becomes unrecoverable.
Try It
