Microsoft Excel + PandaDoc

Sync New PandaDoc Documents to Excel

Effortlessly track your new PandaDoc documents by syncing them to an Excel sheet. Ideal for project managers who need a quick way to log new documents as they are created.

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New Document Created

Triggers when a new document is created in PandaDoc.

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Add Row to Sheet

Adds a new row to the designated Excel sheet.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Sync new PandaDoc documents to Excel"

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Sync new PandaDoc documents to Excel

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.

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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.

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Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Microsoft Excel + PandaDoc.

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Update Sheet

Updates an existing Excel sheet

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List Sheets

Lists all sheets in an Excel workbook

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Read Sheet

Reads the contents of an Excel sheet

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New Microsoft Excel Workbook

Triggers when a new Excel workbook is created

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Added or Updated Microsoft Excel Row

Triggers when a new row is added or an existing row is updated in a Microsoft Excel worksheet

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New Document Created

Triggers when a new document is created in PandaDoc

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Document Status Changed

Triggers when the status of a document changes in PandaDoc

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New Template Created

Triggers when a new template is created in PandaDoc

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New Document Sent

Triggers when a new document is sent in PandaDoc

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New Document Viewed

Triggers when a document is viewed in PandaDoc

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New Document Completed

Triggers when a document is completed in PandaDoc

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New Document Expired

Triggers when a document expires in PandaDoc

App details

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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.

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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.

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