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Set up your first integration
Quickly connect Microsoft Excel to PandaDoc with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Excel with PandaDoc - no code necessary. See how you can get setup in minutes.
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.
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
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
- WorksheetRequired
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
ActionWrite
- Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
- WorksheetRequired
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- TitleRequired
- Column Headers
- Zap_step_id
ActionWrite
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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 OwnerLog 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 ScienceLog 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 ManagementLearn how to automate Microsoft Excel on the Zapier blog
Learn how to automate PandaDoc on the Zapier blog
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.
