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Google Sheets + PandaDoc

Update Google Sheets worksheets when PandaDoc document status changes

Stay organized and up-to-date when your PandaDoc documents change status by easily copying data to Google Sheets using this workflow. As soon as a document status is updated in PandaDoc, the relevant information is immediately copied to a selected Google Sheets worksheet. This ensures you always have the most current data about your documents in a convenient and easy-to-analyze format. No more manual data entry, saving you time and preventing potential errors.

Stay organized and up-to-date when your PandaDoc documents change status by easily copying data to Google Sheets using this workflow. As soon as a document status is updated in PandaDoc, the relevant information is immediately copied to a selected Google Sheets worksheet. This ensures you always have the most current data about your documents in a convenient and easy-to-analyze format. No more manual data entry, saving you time and preventing potential errors.

  1. When this happens...
    PandaDocPandaDoc
    Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Copy Worksheet

    Creates a new worksheet by copying an existing 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 Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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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.

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