OneDrive + PandaDoc
Upload PDF to OneDrive when PandaDoc documents are completed
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!
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!
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.
Try ItSource
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.
Try ItDocument IDRequired
Attachment NameRequired
AttachmentRequired
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.
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.
Try ItSource
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.
Try Itwarning
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
EmailRequired
First name
Last name
Company
Phone
Job Title
Street Address
City
Postal Code
Country
State
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