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Create and send a PandaDoc document from a new row in a Microsoft 365 Excel worksheet

Make.comMake.com3 modulesv1.0
microsoft-excelpandadoc

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. The template uses [this worksheet](https://1drv.ms/x/s!AjJKBs6vWrtygQtSj2XF4pk_WMI1?e=EHqBVp).

At a glance

Create and send a PandaDoc document from a new row in a Microsoft 365 Excel worksheet is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects microsoft-excel, pandadoc. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
Make.com
Connects
microsoft-excel, pandadoc
Modules
3
Price
Free
Version
v1.0
Create and send a PandaDoc document from a new row in a Microsoft 365 Excel worksheet workflow diagram

About this workflow

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. The template uses [this worksheet](https://1drv.ms/x/s!AjJKBs6vWrtygQtSj2XF4pk_WMI1?e=EHqBVp).

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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  • JSON blueprint — instant download
  • Setup guide PDF included
  • 5 downloads · valid 30 days
  • Works with Make.com

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