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Quickly connect Microsoft Excel to PandaDoc with a Zapier template.

Our most popular template

Add rows in Microsoft Excel when new PandaDoc documents are completed
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PandaDoc + Microsoft Excel
Add rows to Microsoft Excel when new PandaDoc documents are sent
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PandaDoc + Microsoft Excel
Update PandaDoc api requests with new Microsoft Excel rows
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Microsoft Excel + PandaDoc
Add rows to a Microsoft Excel table for newly paid PandaDoc documents
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PandaDoc + Microsoft Excel
Update Microsoft Excel rows when PandaDoc documents are completed
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PandaDoc + Microsoft Excel
Create PandaDoc documents from new Microsoft Excel rows
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Microsoft Excel + PandaDoc

Add rows in Microsoft Excel when new PandaDoc documents are completed

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PandaDoc + Microsoft Excel

Add rows to Microsoft Excel when new PandaDoc documents are sent

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PandaDoc + Microsoft Excel

Update PandaDoc api requests with new Microsoft Excel rows

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Microsoft Excel + PandaDoc

Add rows to a Microsoft Excel table for newly paid PandaDoc documents

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PandaDoc + Microsoft Excel

Update Microsoft Excel rows when PandaDoc documents are completed

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PandaDoc + Microsoft Excel

Create PandaDoc documents from new Microsoft Excel rows

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Microsoft Excel + PandaDoc

Add rows to Microsoft Excel tables for new completed documents in PandaDoc
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PandaDoc + Microsoft Excel
Create PandaDoc documents from new rows in a Microsoft Excel table
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PandaDoc + Microsoft Excel

How Zapier works

Zapier makes it easy to integrate Microsoft Excel with PandaDoc - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.

Add your action

An action happens after the trigger—such as "Create Attachment" in PandaDoc.

You’re connected!

Zapier seamlessly connects Microsoft Excel and PandaDoc, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Microsoft Excel + PandaDoc integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and PandaDoc

What is required to integrate Microsoft Excel with PandaDoc?

To integrate Microsoft Excel with PandaDoc, you'll need access to both applications and a connector tool like ours that allows you to set up triggers and actions between them. You can start by linking these applications through our platform, following a guided setup.

How can I automatically send a document from PandaDoc when a new row is added in Excel?

You can set up an automation where adding a new row in an Excel sheet triggers the sending of a document via PandaDoc. This requires specifying the worksheet as the trigger and selecting the specific action to send the document through PandaDoc.

Can I update an existing document in PandaDoc based on changes in an Excel spreadsheet?

Yes, you can configure a workflow where modifications in your Excel spreadsheet will trigger updates to an existing document within PandaDoc. You'll specify what kind of changes act as triggers and how they translate into updates for your PandaDoc documents.

Is it possible to import data from Excel into PandaDoc templates?

Importing data from Excel into your PandaDoc templates is feasible. Our integration allows you to map fields from your spreadsheet directly into template placeholders in PandaDoc, enabling dynamic content population based on your data.

What happens if there are errors during data transfer between Excel and PandaDoc?

Our system logs errors encountered during data transfer, and you'll receive notifications detailing any issues so they can be resolved promptly. It's crucial to check predefined conditions and mappings for potential misconfigurations.

How often does the integration sync data between Microsoft Excel and PandaDoc?

The synchronization frequency between Microsoft Excel and PandaDoc depends on how you've configured the integration. You can set it for real-time, hourly, daily, or manual syncing based on your requirements.

Can different users have different permissions when using the integration between Excel and PandaDoc?

Yes, our integration supports role-based access controls allowing you to define different permissions for users interacting with connected systems. You can establish who has authorization to view, edit or trigger specific actions within both platforms.

Practical ways you can use Microsoft Excel and PandaDoc

Track completed documents in a spreadsheet

When a sales proposal or contract's status changes to 'completed' in PandaDoc, Zapier will add a new row to a Microsoft Excel spreadsheet that tracks finalized documents. This automation ensures you have a consolidated view of all executed agreements without manual tracking.

Business Owner

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Log dataset changes into new documents

When a new spreadsheet appears in Microsoft Excel, Zapier uses the data to automatically create and populate a template in PandaDoc. This provides a ready-to-share document summarizing newly collected data for a team or stakeholders.

Data Science

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Log completed documents into project tracker

When a document is marked as 'completed' in PandaDoc, Zapier creates a new row in a Microsoft Excel project tracker. This streamlines tracking deliverables that require signatures, keeping the team updated in real-time.

Project Management

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
- Source
- Document Status
Trigger
Instant
Try It

- Source
Trigger
Instant
Try It
- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
  Required
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Document Status
- Template
  Required
- Form
Action
Search
- Document ID
  Required
Action
Search

- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Column Headers
- Body
Action
Write
- Document ID
  Required
Action
Search

Learn how to automate Microsoft Excel on the Zapier blog

Learn how to automate PandaDoc on the Zapier blog

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Learn moreLearn moreHelpHelp

Related categories

Microsoft Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Learn moreLearn moreHelpHelp

Related categories

Documents

Similar apps

Formstack Documents

Documents

Quip

Documents

DocSend

Ads & Conversion

Connect Microsoft Excel to PandaDoc on the world's largest no-code automation platform

Explore Microsoft Excel + PandaDoc Integrations

google-sheets

Connect Microsoft Excel and PandaDoc to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Add rows in Microsoft Excel when new PandaDoc documents are completed

Add rows to Microsoft Excel when new PandaDoc documents are sent

Update PandaDoc api requests with new Microsoft Excel rows

Add rows to a Microsoft Excel table for newly paid PandaDoc documents

Update Microsoft Excel rows when PandaDoc documents are completed

Create PandaDoc documents from new Microsoft Excel rows

Add rows in Microsoft Excel when new PandaDoc documents are completed

Add rows to Microsoft Excel when new PandaDoc documents are sent

Update PandaDoc api requests with new Microsoft Excel rows

Add rows to a Microsoft Excel table for newly paid PandaDoc documents

Update Microsoft Excel rows when PandaDoc documents are completed

Create PandaDoc documents from new Microsoft Excel rows

Add rows to Microsoft Excel tables for new completed documents in PandaDoc

Create PandaDoc documents from new rows in a Microsoft Excel table

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Microsoft Excel + PandaDoc integrations

Practical ways you can use Microsoft Excel and PandaDoc

Track completed documents in a spreadsheet

Log dataset changes into new documents

Log completed documents into project tracker

Supported triggers and actions

Learn how to automate Microsoft Excel on the Zapier blog

How to automatically copy rows between Excel spreadsheets

5 ways to automate Microsoft Excel

How to connect Google Sheets with Excel

Learn how to automate PandaDoc on the Zapier blog

4 ways to automate PandaDoc with Zapier

Connect Microsoft Excel to PandaDoc on the world's largest no-code automation platform

Explore Microsoft Excel + PandaDoc Integrations

Explore Microsoft Excel + PandaDoc Integrations