Microsoft Excel + PandaDoc
Create PandaDoc documents from new Microsoft Excel rows
Effortlessly generate professional documents in PandaDoc whenever a new row is added in Microsoft Excel. With this handy workflow, you can streamline the document creation process and save time on preparing contracts, proposals, or invoices. Simply add information to Excel, and watch as your new PandaDoc document is created, ready for customization and sharing with clients or colleagues.
Effortlessly generate professional documents in PandaDoc whenever a new row is added in Microsoft Excel. With this handy workflow, you can streamline the document creation process and save time on preparing contracts, proposals, or invoices. Simply add information to Excel, and watch as your new PandaDoc document is created, ready for customization and sharing with clients or colleagues.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create Document
Create a document from a template.
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Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
