Send a PDF document from SharePoint or OneDrive (using OneDrive Group's Drive) for signing via PandaDoc
Send a PDF document from SharePoint or OneDrive (using OneDrive Group's Drive) for signing via PandaDoc
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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.
Trusted by thousands of fast-scaling organizations around the globe
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 contact.
Creates a new document.
Creates a new folder.
Deletes a contact.
Deletes a document.
Deletes a file or folder.
Downloads a document in PDF format.
Downloads a specified file.
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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."
Head of Operations at Teleclinic
"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."
COO at Shop Accelerator Martech
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
Product Owner at Smaily
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
CTO & Co-founder at FINN
"I can't count the number of hours I've saved by using Make. Every single day is simpler because of Make's automation."
Owner of Media Production