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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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.
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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"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."
