Loading

Box + PandaDoc

Upload PDF to Box when PandaDoc documents are completed

Want a simple way to copy your completed PandaDoc documents to Box? Activate this Zapier integration to create and save a PDF copy of your PandaDoc documents to Box whenever a document is completed. Keep your records straight and ensure everyone who needs to view signed documents has access to them.

Want a simple way to copy your completed PandaDoc documents to Box? Activate this Zapier integration to create and save a PDF copy of your PandaDoc documents to Box whenever a document is completed. Keep your records straight and ensure everyone who needs to view signed documents has access to them.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    BoxBox
    Upload File

    Triggered when you add a new file to a folder.

    ActionWrite
Try this template
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Source

      By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.

    Trigger
    Instant
    Try It
    • Source

      By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

      Select a template to use.

    • Send DocumentRequired

      Do you want to send the document to your recipient(s)?

    • Message

      Message body for your email.

    • Pricing Table Currency

      Select a currency for the pricing table.

    • Name

      Name that will display in the pricing table.

    • Description

      A brief description of the product.

    • Price

    • Quantity

    • Discount

      The percent discount amount (0-100%) to be added per line item. If no value is added here, no discount will be made available.

    • Document Metadata

      The metadata to include in the document. Specify "Key - Value" respectively in the fields.

    Action
    Write
    • Source

      By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.

    • Document Status

      Optionally trigger this zap only when the document status matches this value. If blank, any type of document status will trigger this zap.

    Trigger
    Instant
    Try It
    • Source

      By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.

    Trigger
    Instant
    Try It
    • warning

      If a contact already exists, it will not be updated.

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
box logo
box logo

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.
Learn more

Related categories

  • File Management & Storage

Similar apps

Dropbox integrations

Dropbox

File Management & Storage
Google Drive integrations

Google Drive

File Management & Storage, Google
OneDrive integrations

OneDrive

File Management & Storage, Microsoft
pandadoc logo
pandadoc logo

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn more

Related categories

Similar apps

Formstack Documents integrations

Formstack Documents

Documents
Quip integrations

Quip

Documents
DocSend integrations

DocSend

Ads & Conversion

Get started for free

You can't add more hours to the day. Zapier is the next best thing.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.