Microsoft Excel + PandaDoc
Microsoft Excel + PandaDoc
Microsoft Excel + PandaDoc integrations
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.
- When this happens...Document CompletedTriggers when a document is completed.
- automatically do this!Add Row to TableAdds a new row to the end of a specific table.
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More things you can do with PandaDoc and Microsoft Excel
Discover other triggers and actions you can use with PandaDoc and Microsoft Excel
- Source
Try ItTriggerInstant- Source
Try ItTriggerInstant- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
ActionWrite- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
ActionWrite
- Source
- Document Status
Try ItTriggerInstant- Source
Try ItTriggerInstant- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
ActionWrite- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
ActionWrite
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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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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