Microsoft Excel + PandaDoc

Add rows to Microsoft Excel tables for new completed documents in PandaDoc

Effortlessly update your Microsoft Excel tables every time a document is completed in PandaDoc with this seamless workflow. Once set up, this automation adds a new row to a designated table in Excel whenever a PandaDoc document reaches the completed status. Stay organized and save time by keeping your important data consistently up-to-date.

Effortlessly update your Microsoft Excel tables every time a document is completed in PandaDoc with this seamless workflow. Once set up, this automation adds a new row to a designated table in Excel whenever a PandaDoc document reaches the completed status. Stay organized and save time by keeping your important data consistently up-to-date.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row to Table

    Adds a new row to the end of a specific table.

    ActionWrite
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Supported triggers and actions

    • 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
excel logo
excel logo

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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Related categories

  • Microsoft
  • Spreadsheets

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pandadoc logo

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.
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  • Documents

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