Upload PDFs to DropBox when new PandaDoc documents complete
When this happensStep 1: Document Completed
Then do thisStep 2: Upload File
Automatically upload a PDF of your completed PandaDoc document into DropBox. This Zapier automation creates and saves a PDF copy of your PandaDoc documents once they are signed, keeping all your records up to date and ensuring everyone has access to the final version.
Note: Only “Completed” documents with e-signatures will have electronic signature certificates.
How this PandaDoc-DropBox integration works.
- PandaDoc Document Status changes to completed
- Zapier saves PDF version of document to DropBox