Automate PDF Signing Workflow from OneDrive to PandaDoc
Automatically send newly uploaded PDF documents from OneDrive to PandaDoc for signing. This workflow supports documents with one or two signature fields, streamlining the document signing process.
This workflow triggers whenever a PDF document is uploaded to your OneDrive. It downloads the file, parses the filename to extract recipient details, and uploads the document to PandaDoc. Depending on the extracted information, it sets up the document for one or two signers and sends it out for signing. The document name must follow a specific format to ensure proper recipient extraction.
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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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