Microsoft Excel + PandaDoc
Add rows to a Microsoft Excel table for newly paid PandaDoc documents
Easily keep track of paid documents by automatically adding a new row in a Microsoft Excel table whenever a document is marked as paid in PandaDoc. This workflow helps you maintain organized payment records and saves time spent on manual data entry. Stay on top of your finances with this convenient automation.
Easily keep track of paid documents by automatically adding a new row in a Microsoft Excel table whenever a document is marked as paid in PandaDoc. This workflow helps you maintain organized payment records and saves time spent on manual data entry. Stay on top of your finances with this convenient automation.
- When this happens...Document Paid
Triggers when a document is paid.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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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.
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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.
