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PandaDoc
Google Sheets

Connect PandaDoc and Google Sheets

Explore ready-made PandaDoc and Google Sheets templates and start automating in minutes.

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Create a custom workflow

Integrate PandaDoc with Google Sheets and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

PandaDoc
Trigger: Watch Documents
Google Sheets
Action: Select an action
1. Select a trigger

  • Triggers when a document event occurs according to the event parameter.

2. Select an action

  • 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.

  • Appends multiple rows to the bottom of the table.

  • Updates multiple rows.

  • Clears a specific cell.

  • Clears values from a specific row.

  • Clears a specified range of values from a spreadsheet.

  • Copies a sheet to another spreadsheet.

  • Creates a new spreadsheet.

  • Creates a new spreadsheet from a template sheet.

  • Deletes a conditional format rule at the given index. All subsequent rules' indexes are decremented.

  • Deletes a specific row.

  • Deletes a specific sheet.

  • Gets a specific cell.

  • Performs an arbitrary authorized API call.

  • Returns processed data as a result of the MAKE_FUNCTION or INTEGROMAT function. Sheets Add-On required.

  • Renames a specific sheet.

  • Updates a specific cell.

  • Updates a row.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between PandaDoc and Google Sheets.

Add a Conditional Format Rule
Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.
Action
Add a Row
Appends a new row to the bottom of the table.
Action
Add a Sheet
Adds a new sheet.
Action
Bulk Add Rows (Advanced)
Appends multiple rows to the bottom of the table.
Action
Bulk Update Rows (Advanced)
Updates multiple rows.
Action
Clear a Cell
Clears a specific cell.
Action
Clear a Row
Clears values from a specific row.
Action
Clear Values from a Range
Clears a specified range of values from a spreadsheet.
Action
Copy a Sheet
Copies a sheet to another spreadsheet.
Action
Load more

Popular PandaDoc and Google Sheets workflows

Connect PandaDoc and Google Sheets with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

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

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.

Create and send PandaDoc documents from a Google Sheets spreadsheet and update the spreadsheet
Use template
App Families

Update a Google Sheets spreadsheet when a PandaDoc document is completed

If there is a new completed PandaDoc document, Make will automatically update a Google Sheets spreadsheet. You can schedule the scenario to run as you need but adjust the first filter ("only the most recent") accordingly. For example, if it runs every 60 minutes, only documents modified in that time span should pass the filter. The template uses this spreadsheet and can be used as an extension to this Make template.

Update a Google Sheets spreadsheet when a PandaDoc document is completed
Use template
App Families

Add a Google Sheets row when a PandaDoc document is completed

Every time a PandaDoc document is completed, Make will automatically add a new row to your Google Sheets spreadsheet.

Add a Google Sheets row when a PandaDoc document is completed
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.