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Google Sheets + PandaDoc

Copy completed PandaDoc documents to new Google Sheets worksheets

Effortlessly manage your completed PandaDoc documents by automatically copying their data into a new Google Sheets worksheet. This workflow is triggered when a document is marked as completed in PandaDoc, then creates a new worksheet in Google Sheets, ensuring a well-organized record of your finished contracts, proposals, or agreements. Save time, minimize manual entry errors, and keep essential information consistently updated and accessible.

Effortlessly manage your completed PandaDoc documents by automatically copying their data into a new Google Sheets worksheet. This workflow is triggered when a document is marked as completed in PandaDoc, then creates a new worksheet in Google Sheets, ensuring a well-organized record of your finished contracts, proposals, or agreements. Save time, minimize manual entry errors, and keep essential information consistently updated and accessible.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

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

    Create a new worksheet by copying an existing worksheet.

    ActionWrite
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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
google-sheets logo
google-sheets logo

About Google Sheets

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

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  • Google
  • Spreadsheets

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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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