Create and send PandaDoc documents from a Google Sheets spreadsheet and update the spreadsheet

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Apps used in template

Google Sheets

Flow Control

PandaDoc

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.

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Create your own workflow

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