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

Make.comMake.com6 modulesv1.0

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.goog

At a glance

Send a PDF document from SharePoint (using OneDrive Site's Drive) for signing via PandaDoc is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
Make.com
Modules
6
Price
Free
Version
v1.0
Send a PDF document from SharePoint (using OneDrive Site's Drive) for signing via PandaDoc workflow diagram

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).

Make.com

How to import this Make.com workflow

  1. 1

    Download the blueprint JSON file after purchase.

  2. 2

    Open Make.com → go to Scenarios → click Import Blueprint.

  3. 3

    Select the downloaded JSON file and confirm.

  4. 4

    Connect your app credentials in each module.

  5. 5

    Run once manually to test, then activate the schedule.

Setup guide

Setup guide included

Purchase to unlock the full step-by-step guide

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  • JSON blueprint — instant download
  • Setup guide PDF included
  • 5 downloads · valid 30 days
  • Works with Make.com

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