Create and send a PandaDoc document from a new row in a Microsoft 365 Excel worksheet - Make Workflow | Neura Market
Create and send a PandaDoc document from a new row in a Microsoft 365 Excel worksheet
Every time you add a new row to your Microsoft 365 Excel worksheet, Make will create and send a PandaDoc document from a template and update the Microsoft 365 Excel worksheet.
You have to create a PandaDoc template beforehand with your own tokens. Your Microsoft 365 Excel worksheet has to contain headers. he template uses [this worksheet](https://1drv.ms/x/s!AjJKBs6vWrtygQtSj2XF4pk_WMI1?e=EHqBVp).
Platform
Make
Category
File & Document Management
Price
Free
Creator
Fred Garcia
automation
make
microsoft-excel
pandadoc
How to import this workflow into Make
1Purchase or download the workflow to get the Make blueprint JSON file.
2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
3Reconnect each module to your own app connections when prompted.
4Run the scenario once to verify it, then set your schedule and turn it on.