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

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.
Setup guide
Setup guide included
Purchase to unlock the full step-by-step guide
Related Make workflows
Create Hubstaff projects for new Hubstaff projects
Create or update leads in SharpSpring from new contacts in Teamleader
Curate Hackernews, Make a brief audio news and Delivery to Telegram
Create new Bitrix24 tasks for new Google Calendar events
Set Market Segment for Newly Created Reservation Automatically
Send push notification via Google Chrome for new item in Checkvist
Reviews
No reviews yet
Be the first to buy and share your experience.
Leave a review
Sign in to share your experience with this workflow.
Create a free account to purchase workflows.
- JSON blueprint — instant download
- Setup guide PDF included
- 5 downloads · valid 30 days
- Works with Make.com
Need help setting this up?
Book a 3-hour live setup session with an Agility consultant.
- Configure live on Google Meet / Zoom
- Free follow-up if workflow has defects
- Platform expert assigned to you