Create and send PandaDoc documents from a Google Sheets spreadsheet and update the spreadsheet
Apps used in template
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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The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox
is added to the email. More information here.
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.
Clears a specified range of values from a spreadsheet.
Cleares a specific cell.
Clears values from a specific row.
Copies a sheet to another spreadsheet.
Creates a new contact.
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