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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About
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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Adds a new table.
Adds a new table column.
Adds a new table row.
Adds a new worksheet to a workbook.
Adds a new worksheet row.
Creates a new contact.
Creates a new document.
Deletes a contact.
Deletes a document.
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