Automate PDF Signing from SharePoint via PandaDoc
Automatically send newly uploaded PDF documents from SharePoint to PandaDoc for signing. This workflow supports documents with specific signature fields for one or two signers.
This workflow monitors a specified SharePoint site for new PDF uploads. Once a PDF is detected, it is downloaded, parsed for required signature fields, and uploaded to PandaDoc. The document is then sent to designated recipients for signing. The workflow supports documents with one or two signature fields, ensuring flexibility for different signing needs.
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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