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Create and send PandaDoc documents from a Google Sheets spreadsheet and update the spreadsheet

Make.comMake.com8 modulesv1.0
Google Sheets

This template will create and send PandaDoc documents according to PandaDoc templates with tokens (e.g. name, email, company) specified in a Google Sheets spreadsheet. The spreadsheet is updated afterward to indicate which documents have been sent. There are several routes that represent different PandaDoc templates (types of documents). You have to create PandaDoc templates beforehand with your own tokens. The template uses this [Google Sheets spreadsheet](https://docs.google.com/spreadsheets/

At a glance

Create and send PandaDoc documents from a Google Sheets spreadsheet and update the spreadsheet is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects Google Sheets. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
Make.com
Connects
Google Sheets
Modules
8
Price
Free
Version
v1.0

About this workflow

This template will create and send PandaDoc documents according to PandaDoc templates with tokens (e.g. name, email, company) specified in a Google Sheets spreadsheet. The spreadsheet is updated afterward to indicate which documents have been sent. There are several routes that represent different PandaDoc templates (types of documents).

You have to create PandaDoc templates beforehand with your own tokens. The template uses this [Google Sheets spreadsheet](https://docs.google.com/spreadsheets/d/1I8qedM7bzeer2w-eDaJrCeaoMMY42XJZuM0Iyo8EVrc/edit?usp=sharing).

Make.com

How to import this Make.com workflow

  1. 1

    Download the blueprint JSON file after purchase.

  2. 2

    Open Make.com → go to Scenarios → click Import Blueprint.

  3. 3

    Select the downloaded JSON file and confirm.

  4. 4

    Connect your app credentials in each module.

  5. 5

    Run once manually to test, then activate the schedule.

Setup guide

Setup guide included

Purchase to unlock the full step-by-step guide

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