Excel Integration

Integrate Pandadoc with Excel

Jump to


    In today's fast-paced business environment, efficiency and automation are key to staying competitive. Integrating PandaDoc with Microsoft Excel streamlines your document management and data processing, allowing for a seamless workflow that can significantly enhance productivity and accuracy. By harnessing the power of this integration, businesses can effortlessly create or update contacts, manage leads, and trigger updates in Excel tables based on PandaDoc document completion, sending, and payment statuses. On this page, we'll explore the compelling reasons why integrating PandaDoc with Excel is essential, detail the prerequisites for setting up the integration, guide you through the integration process, delve into practical use cases, provide assistance for troubleshooting common issues, and answer frequently asked questions about this powerful combination.

    The integration of PandaDoc with Excel is not just about convenience; it's about transforming the way you handle documentation and data. With the ability to automate any workflow and create documents directly from spreadsheet data, this integration empowers users to focus on the tasks that matter most, leaving the repetitive data entry and document tracking to the automated processes. We'll take you through the journey of integrating these two powerful tools, ensuring that you have all the knowledge and support needed to optimize your document handling and data management practices.

    Integrating PandaDoc with Excel

    There are multiple methods to integrate PandaDoc with Excel, each serving a different purpose. By setting up Zaps—automated workflows—you can seamlessly connect these two applications to enhance productivity and data management. Whether you're looking to synchronize document completion, sending, payment status, or document creation, there's a Zap that fits the need.

    Create a Zap for Adding Rows in Excel When Documents are Completed

    To keep track of completed documents, you can create a Zap that automatically adds a new row in an Excel spreadsheet each time a PandaDoc document is completed. This ensures that your records are always up to date without manual entry.

    Create a Zap for Adding Rows in Excel When Documents are Sent

    Similarly, you can automate the process of recording sent documents by creating a Zap that adds a new row in Excel every time a PandaDoc document is dispatched. This facilitates real-time tracking of document distribution.

    Create a Zap to Update PandaDoc API Requests with New Excel Rows

    If your workflow requires updating PandaDoc API requests based on new data, you can set up a Zap that automatically reflects new Excel row entries in PandaDoc. This maintains consistency across both platforms.

    Create a Zap for Adding Rows to Excel When Documents are Paid

    For financial tracking, a Zap can be configured to add new rows to an Excel table automatically when PandaDoc documents are paid. This assists in financial management and keeps payment records synchronized.

    Create a Zap to Create New PandaDoc Documents from New Excel Rows

    To streamline document creation, a Zap can be established that generates new PandaDoc documents from newly added rows in Excel. This automation can save time in repetitive document preparation tasks.

    Create a Zap to Manage Excel Rows When Document Status Changes

    For dynamic document management, you can create a Zap that updates and manages Excel rows in response to any status changes in PandaDoc documents. This ensures that your Excel records reflect the current status of all documents.

    Sourcetable Integration

    Integrating PandaDoc with Sourcetable

    Opting for Sourcetable as the integration platform with PandaDoc over traditional Excel spreadsheets offers numerous advantages that are essential in today's fast-paced business environment. Sourcetable allows for the seamless synchronization of live data from a diverse range of applications or databases directly into a user-friendly spreadsheet interface. This integration significantly enhances automation capabilities, reducing the need for manual data entry and the associated risk of human error.

    Furthermore, the utilization of Sourcetable accelerates the process of aggregating and querying data, which is crucial for informed decision-making. The platform's advanced business intelligence features empower teams to gain insights and drive data-driven strategies without the complexities often encountered with other tools. By replacing Excel with Sourcetable in the PandaDoc workflow, businesses can achieve a more streamlined, efficient, and accurate documentation process.

    Common Use Cases

    • P
      Excel Integration
      Adding rows to Excel when new PandaDoc documents are completed
    • P
      Excel Integration
      Creating new PandaDoc documents from new Excel rows
    • P
      Excel Integration
      Updating Excel rows when PandaDoc documents are completed
    • P
      Excel Integration
      Adding rows to Excel when new PandaDoc documents are sent
    • P
      Excel Integration
      Updating PandaDoc requests with new Excel rows

    Frequently Asked Questions

    Can PandaDoc integrate with Microsoft Excel?

    Yes, PandaDoc integrates with Microsoft Excel.

    How can I create or update PandaDoc contacts from Excel?

    You can create or update contacts in PandaDoc from a new worksheet in Excel.

    Is it possible to add rows to an Excel spreadsheet when PandaDoc documents are completed or sent?

    Yes, you can automatically add rows in Excel when new PandaDoc documents are completed or sent.

    Can I automatically create PandaDoc documents from new rows in Excel?

    You can automatically create PandaDoc documents from new Excel rows.

    What happens in Excel when PandaDoc document statuses change?

    You can automatically update and manage Excel rows when PandaDoc document statuses change.


    In conclusion, integrating PandaDoc with Excel via Zapier opens the door to a wide array of highly efficient, automated workflows that can transform how you manage leads, documents, and data across multiple tools—without the need for any coding. This seamless connection not only enhances your team's efficiency but also significantly impacts your overall business productivity. By utilizing pre-made Zapier templates, you can effortlessly maintain and update records of your PandaDoc documents directly within Excel, ensuring that every step of your document handling is perfectly synchronized. However, if you're looking for an alternative that bypasses the need for an integration altogether, consider using Sourcetable. Sign up for Sourcetable today to streamline your workflow and get started on maximizing your business potential.

    Connect your Pandadoc Data

    Analyze data, automate reports and create live dashboards
    for all your business applications, without code. Get unlimited access free for 14 days.