Create and send PandaDoc documents from a Google Sheets spreadsheet and update the spreadsheet
Create and send PandaDoc documents from a Google Sheets spreadsheet and update the spreadsheet
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About
This template will create and send PandaDoc documents according to PandaDoc templates with tokens (e.g. name, email, company) specified in a Google Sheets spreadsheet. The spreadsheet is updated afterward to indicate which documents have been sent. There are several routes that represent different PandaDoc templates (types of documents).
You have to create PandaDoc templates beforehand with your own tokens. The template uses this Google Sheets spreadsheet.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.
Appends a new row to the bottom of the table.
Adds a new sheet.
Appends multiple rows to the bottom of the table.
Updates multiple rows.
Clears a specified range of values from a spreadsheet.
Clears a specific cell.
Clears values from a specific row.
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