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Microsoft Excel + PandaDoc

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.

  1. When this happens...
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    ActionWrite
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

    TriggerScheduled
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Supported triggers and actions

What does this mean?
    • 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 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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Related categories

  • Microsoft
  • Spreadsheets

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