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Microsoft 365 Excel
PandaDoc

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.

Categories
E-Signatures
Files & Documents
Spreadsheets

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