Microsoft Excel + PandaDoc

Add new rows to Microsoft Excel table when PandaDoc documents are sent

Keep your data management streamlined and efficient with this workflow. When a document is sent through PandaDoc, a new row is created in your Microsoft Excel table. This swift process ensures your information is always up-to-date, allowing you to focus on more pressing tasks and leaving data updating chores to this efficient automatic system.

Keep your data management streamlined and efficient with this workflow. When a document is sent through PandaDoc, a new row is created in your Microsoft Excel table. This swift process ensures your information is always up-to-date, allowing you to focus on more pressing tasks and leaving data updating chores to this efficient automatic system.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    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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  • 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.
Learn more

Related categories

  • Documents

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