Send a PDF document from SharePoint (using OneDrive Site's Drive) for signing via PandaDoc
Make.com6 modulesv1.0Every 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](https://docs.goog
About this workflow
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](https://docs.google.com/document/d/1et-VVbGkM_dfMfcow7HZq3IkYoIQ7ZlfNxIoq51Phfw/edit?usp=sharing).
How to import this Make.com workflow
- 1
Download the blueprint JSON file after purchase.
- 2
Open Make.com → go to Scenarios → click Import Blueprint.
- 3
Select the downloaded JSON file and confirm.
- 4
Connect your app credentials in each module.
- 5
Run once manually to test, then activate the schedule.
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