Teachfloor + 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.
Set up integrationAutomation examples
When a user marks an element as completed a new document is completed in PandaDoc.
When a new user joins a course you can create and add new contact in PandaDoc.
When a participant completes an entire course you can create a document from a template.
Why Integrate Teachfloor with PandaDoc
Connecting Teachfloor with PandaDoc through Zapier enables course creators to automate document workflows based on learner activity. When students enroll, complete courses, or receive specific tags, PandaDoc can automatically generate contracts, certificates, agreements, or enrollment forms, saving hours of manual document preparation.
This integration is valuable for educators who need signed agreements before course access, organizations issuing formal completion certificates, or training providers managing enrollment paperwork. Linking Teachfloor events to PandaDoc actions streamlines your document workflow from enrollment through graduation.
Use Cases
Generate Enrollment Agreements for New Participants
When a new participant joins a course on Teachfloor, Zapier creates a PandaDoc document from a template and sends it to the student for signature. This automates the delivery of enrollment agreements, terms of service, or liability waivers that students must sign before starting their coursework.
Send Completion Certificates After Course Graduation
When a participant completes a course on Teachfloor, Zapier triggers PandaDoc to generate a personalized completion certificate using a pre-designed template. The certificate is automatically populated with the learner name, course title, and completion date, then delivered directly to the graduate.
Create Documents Based on Learner Tags
When a tag is assigned to a participant on Teachfloor, Zapier generates a corresponding PandaDoc document. For example, tagging a learner as eligible for certification can trigger an official certification document, while a scholarship tag could trigger a financial agreement.
FAQ
Can signed PandaDoc documents trigger Teachfloor enrollments?
Yes. You can create a Zap triggered by a completed PandaDoc document that uses the Teachfloor Invite action to enroll the signer into a specific course once they have signed the agreement.
Does the integration support PandaDoc templates?
Yes. Zapier can create PandaDoc documents from your existing templates and populate them with learner data from Teachfloor, including names, email addresses, and course information.
Can I revoke course access if a PandaDoc agreement is declined?
Yes. You can set up a Zap triggered by a declined PandaDoc document that uses the Teachfloor Course Revoke Access action to remove the learner from the associated course.