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Microsoft Excel + PandaDoc

Update Microsoft Excel rows when PandaDoc documents are completed

Keep your Microsoft Excel sheets updated with the latest PandaDoc document statuses using this efficient workflow. When a document is completed in PandaDoc, this automation instantly updates the corresponding row in your Excel sheet, ensuring your records always stay current and accurate without any manual effort. Say goodbye to manual data transfers and streamline your document tracking process with this easy-to-set-up automation.

Keep your Microsoft Excel sheets updated with the latest PandaDoc document statuses using this efficient workflow. When a document is completed in PandaDoc, this automation instantly updates the corresponding row in your Excel sheet, ensuring your records always stay current and accurate without any manual effort. Say goodbye to manual data transfers and streamline your document tracking process with this easy-to-set-up automation.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Update Row

    Updates a row in a specific worksheet.

    ActionWrite
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Supported triggers and actions

    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
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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.

Related categories

Triggers & Actions