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Create and send a PandaDoc document from a new row in a Microsoft 365 Excel worksheet

Create and send a PandaDoc document from a new row in a Microsoft 365 Excel worksheet

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Every time you add a new row to your Microsoft 365 Excel worksheet, Make will create and send a PandaDoc document from a template and update the Microsoft 365 Excel worksheet.

You have to create a PandaDoc template beforehand with your own tokens. Your Microsoft 365 Excel worksheet has to contain headers. The template uses this worksheet.

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Microsoft 365 Excel
Add a Table

Adds a new table.

Action
Microsoft 365 Excel
Add a Table Column

Adds a new table column.

Action
Microsoft 365 Excel
Add a Table Row

Adds a new table row.

Action
Microsoft 365 Excel
Add a Worksheet

Adds a new worksheet to a workbook.

Action
Microsoft 365 Excel
Add a Worksheet Row

Adds a new worksheet row.

Action
PandaDoc
Create a Contact

Creates a new contact.

Action
PandaDoc
Create a Document

Creates a new document.

Action
PandaDoc
Delete a Contact

Deletes a contact.

Action
PandaDoc
Delete a Document

Deletes a document.

Action

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