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.
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.
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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