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PandaDoc + Smartsheet

Add new rows to Smartsheet when documents are completed in PandaDoc

Save time and streamline your documentation process with this workflow. As soon as a document is finalized in PandaDoc, a new row is instantly added to your preferred Smartsheet. This seamless proceess ensures you no longer have to manually input data, enhancing efficiency while also reducing the chance of errors. This automation is particularly beneficial for individuals and teams who rely on accurate, real-time data for decision making or project management.

Save time and streamline your documentation process with this workflow. As soon as a document is finalized in PandaDoc, a new row is instantly added to your preferred Smartsheet. This seamless proceess ensures you no longer have to manually input data, enhancing efficiency while also reducing the chance of errors. This automation is particularly beneficial for individuals and teams who rely on accurate, real-time data for decision making or project management.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    SmartsheetSmartsheet
    Add Row to Sheet

    Add a row to a sheet.

    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
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pandadoc logo

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.
Learn moreHelp

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About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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