Create PandaDoc documents from new rows in a Microsoft Excel table
Effortlessly turn new Microsoft Excel table rows into professional documents with this seamless workflow. When a new row is added to your specified Excel table, the information will be used to create a document in PandaDoc, preparing it for your review or sending. Save time and streamline your documentation process with this powerful automation.
Effortlessly turn new Microsoft Excel table rows into professional documents with this seamless workflow. When a new row is added to your specified Excel table, the information will be used to create a document in PandaDoc, preparing it for your review or sending. Save time and streamline your documentation process with this powerful automation.
- When this happens...Create Document
Create a document from a template.
- automatically do this!New Row in Table
Triggers when a new row is added to a table in a spreadsheet.
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