Upload PDF to OneDrive when PandaDoc documents are completed
When this happensStep 1: Document Completed
Then do thisStep 2: Upload File
Do you create and send documents through PandaDoc but need to store them in your OneDrive account? With this integration activated, Zapier will automatically upload a PDF copy of your PandaDoc documents to OneDrive once they're completed. No more “case of the missing contract” - all of your completed PandaDocs will automatically be copied into your OneDrive account!
Note: Setting up this integration for a document status other than completed will result in a PDF with no electronic signature.
How this PandaDoc-OneDrive integration works
- PandaDoc Document Status changes to completed
- Zapier saves PDF version of document to OneDrive