Send a PDF document from SharePoint or OneDrive (using OneDrive Group's Drive) for signing via PandaDoc

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Get this template

Apps used in template

About

Every time a pdf document is uploaded to SharePoint or OneDrive group, Make will automatically upload it to PandaDoc and send it for signing.

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.

Copy a File

Copies a file into new folder location.

Action

Create a Folder

Creates a new folder.

Action

Delete a File/Folder

Deletes a file or folder.

Action

Download a File

Downloads a specified file.

Action

Get a File

Gets the metadata of a specified file.

Action

Get a Share Link

Gets a new share link for a specified file.

Action

Get a file

Downloads a file from a given URL.

Action

Get content from HTML table

Searches HTML table and returns array of rows and columns

Transformer

Get content from HTML table (Deprecated)

Searches HTML table and returns array of rows and columns

Transformer

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