Microsoft Excel + PandaDoc
Create new PandaDoc documents from updated Microsoft Excel rows
Enhance your document creation process with this workflow. When an update is made to a row in Microsoft Excel, a new document is generated in PandaDoc. This ensures your documents are always current and reflect the latest changes in your data, saving you the manual effort and time needed to recreate documents. Harness this seamless connection between Microsoft Excel and PandaDoc to maintain harmony between your spreadsheets and documents.
Enhance your document creation process with this workflow. When an update is made to a row in Microsoft Excel, a new document is generated in PandaDoc. This ensures your documents are always current and reflect the latest changes in your data, saving you the manual effort and time needed to recreate documents. Harness this seamless connection between Microsoft Excel and PandaDoc to maintain harmony between your spreadsheets and documents.
- When this happens...Updated Row
Triggers when a row is added or updated in a worksheet.
- 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
