Microsoft Excel + PandaDoc
Add rows to Microsoft Excel when new PandaDoc documents are sent
Keep track of every document you send through PandaDoc by adding a new row in Microsoft Excel with this time-saving workflow. When you send a document using PandaDoc, it will automatically create a new row with the document's details in your desired Excel worksheet. Stay organized and ensure you never miss a document with this efficient automation.
Keep track of every document you send through PandaDoc by adding a new row in Microsoft Excel with this time-saving workflow. When you send a document using PandaDoc, it will automatically create a new row with the document's details in your desired Excel worksheet. Stay organized and ensure you never miss a document with this efficient automation.
- When this happens...Document Sent
Triggers when a document is sent.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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