Send a PDF document from SharePoint (using OneDrive Site's Drive) for signing via PandaDoc
Send a PDF document from SharePoint (using OneDrive Site's Drive) for signing via PandaDoc
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Apps used in template
About
Every time a pdf document is uploaded to SharePoint, Make will automatically upload it to PandaDoc and send it for signing.
The SharePoint site has to be followed by the signed-in user who creates a scenario from this template.
The template works for pdf documents that have either 1 signature form field named "signature" or 2 signature form fields named "signature1" and "signature2" for 1 and 2 signers respectively. The name of the document has to be in the following format.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Copies a file into new folder location.
Creates a new folder.
Deletes a file or folder.
Downloads a specified file.
Gets the metadata of a specified file.
Gets a new share link for a specified file.
Downloads a file from a given URL.
Searches HTML table and returns array of rows and columns
Searches HTML table and returns array of rows and columns
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How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
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"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
"I can't count the number of hours I've saved by using Make. Every single day is simpler because of Make's automation."
