Microsoft Excel + PandaDoc
Send PandaDoc Document for New Excel Entry
Automatically send a PandaDoc document whenever a new entry is made in a specific Excel sheet. Perfect for sales teams who need to send agreements or forms as new leads come in.
New Entry in Sheet
Triggers when a new entry is added to the Excel sheet.
Send Document
Sends a specified document from PandaDoc.
See more Microsoft Excel to PandaDoc integrations or use AI to customize your automation.
or pick a common variation below
How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Send PandaDoc document for new Excel entry"
Send PandaDoc document for new Excel entry
DryMerge figures out the details.
Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.
Sure! Connecting
+ Your workflow is ready to go!
Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
Frequently Asked Questions
Our Capabilities
See what DryMerge can do with Microsoft Excel + PandaDoc.
Update Sheet
Updates an existing Excel sheet
List Sheets
Lists all sheets in an Excel workbook
Read Sheet
Reads the contents of an Excel sheet
New Microsoft Excel Workbook
Triggers when a new Excel workbook is created
Added or Updated Microsoft Excel Row
Triggers when a new row is added or an existing row is updated in a Microsoft Excel worksheet
New Document Created
Triggers when a new document is created in PandaDoc
Document Status Changed
Triggers when the status of a document changes in PandaDoc
New Template Created
Triggers when a new template is created in PandaDoc
New Document Sent
Triggers when a new document is sent in PandaDoc
New Document Viewed
Triggers when a document is viewed in PandaDoc
New Document Completed
Triggers when a document is completed in PandaDoc
New Document Expired
Triggers when a document expires in PandaDoc
App details
Microsoft Excel
Microsoft Excel is a spreadsheet program used for data analysis, visualization, and complex calculations. Read, write, and manipulate data for powerful data management and reporting.
PandaDoc
PandaDoc is a document automation software. Create, send, track, and e-sign documents, proposals, and contracts to streamline your document workflow and close deals faster.
Related apps
Get Started with DryMerge
Sign up for a free trial and start automating today.