1.Captures completed document PDFs
Integrate PandaDoc and contract documentation storage to capture the completed PDF and title, so your team can file signed agreements.
Upload completed contract PDFs to client matter folders
Automatically capture completed document PDFs across PandaDoc and Microsoft SharePoint. Create and update when documents are completed, PDFs are generated, or titles are setβso you can sanitize filenames, upload signed copies, and keep matter folders current without manual uploading.
How this automation protects signed agreements
When a contract PDF is completed but lands in an inbox or shared drive, signed copies can be hard to find and misfiled. This automation captures completed documents and sanitizes filenames, then uploads the PDF into client matter foldersβso your team can access agreements faster.
PandaDocor swap with your favorite app
2.Sanitizes the filename
Integrate Code by Zapier and data formatting tools to sanitize the document title, so you can use a clean upload name.
Code by Zapieror swap with your favorite app
3.Uploads to client matter folder
Integrate Microsoft SharePoint and file storage tools to upload the PDF into the configured matter folder, so your team can preserve signed copies.
Microsoft SharePointor swap with your favorite app
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Explore all contract documentation management automations
Organize contract records faster with automated document filing, version tracking, and repository updates
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